|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$44M
|
+$5.01M
|
+98,754
|
+13%
|
|
|
2
|
|
$24.5M
|
+$64K
|
+1,260
|
+0.3%
|
|
|
3
|
|
$3.05M
|
+$1.13M
|
+22,306
|
+58%
|
|
|
4
|
Slow Capital
Greenbrae,
California
|
$3.03M
|
+$3.07M
|
+60,573
|
New
|
|
|
5
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.96M
|
+$952K
|
+18,766
|
+46%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.6M
|
+$2.47M
|
+48,717
|
+1,485%
|
|
|
7
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.58M
|
+$1.64M
|
+32,259
|
+167%
|
|
|
8
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.56M
|
+$1.35M
|
+26,528
|
+569%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$1.21M
|
+$1.23M
|
+24,145
|
New
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$981K
|
-$433K
|
-8,527
|
-30%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$852K
|
-$65.5K
|
-1,291
|
-7%
|
|
|
12
|
Windsor Capital Management
Phoenix,
Arizona
|
$823K
|
+$836K
|
+16,475
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$409K
|
-$18.3K
|
-361
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$231K
|
+$609
|
+12
|
+0.3%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$35K
|
-$3.3K
|
-65
|
-8%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.41M
|
-27,442
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$916K
|
-17,870
|
Closed
|
|
|
18
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
–
|
-$415K
|
-8,100
|
Closed
|
|
|
19
|
Newfound Research
Wellesley Hills,
Massachusetts
|
–
|
-$89K
|
-1,737
|
Closed
|
|
