|
1
|
Lido Advisors
Los Angeles,
California
|
$33M
|
+$1.82M
|
+68,081
|
+6%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.4M
|
-$2.47M
|
-92,528
|
-8%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$28.1M
|
+$317K
|
+11,846
|
+1%
|
|
|
4
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$22.2M
|
+$792K
|
+29,642
|
+4%
|
|
|
5
|
|
$16.3M
|
+$436K
|
+16,317
|
+3%
|
|
|
6
|
Black Diamond Financial
Towson,
Maryland
|
$15.3M
|
+$20.9K
|
+783
|
+0.1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$9.49M
|
-354,887
|
-40%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
-$1.71M
|
-64,154
|
-11%
|
|
|
9
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$12.6M
|
+$463K
|
+17,341
|
+4%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.3M
|
+$156K
|
+5,822
|
+1%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$11.1M
|
-$169K
|
-6,331
|
-2%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$10.9M
|
-$240K
|
-8,981
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$810K
|
+30,312
|
+8%
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$10.3M
|
+$1.14M
|
+42,827
|
+13%
|
|
|
15
|
AGF Management
Toronto,
Ontario, Canada
|
$8.2M
|
+$120K
|
+4,473
|
+1%
|
|
|
16
|
Payne Capital Management
New York
|
$6.8M
|
+$60.7K
|
+2,270
|
+0.9%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.52M
|
+$171K
|
+6,401
|
+3%
|
|
|
18
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.32M
|
+$663K
|
+24,812
|
+12%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$6.19M
|
-$534K
|
-19,988
|
-8%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.63M
|
-$202K
|
-7,562
|
-4%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$5.37M
|
+$81.3K
|
+3,043
|
+2%
|
|
|
22
|
American Financial & Tax Strategies
New York
|
$5.12M
|
+$76.4K
|
+2,860
|
+2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$4.98M
|
+$496K
|
+18,553
|
+11%
|
|
|
24
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.75M
|
-$231K
|
-8,645
|
-5%
|
|
|
25
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.53M
|
+$695K
|
+26,008
|
+18%
|
|
