|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$45.5M
|
+$2M
|
+40,129
|
+5%
|
|
|
2
|
|
$24.3M
|
-$14K
|
-281
|
-0.1%
|
|
|
3
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.94M
|
+$1.02M
|
+20,446
|
+35%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$3.16M
|
+$1.98M
|
+39,696
|
+164%
|
|
|
5
|
Slow Capital
Greenbrae,
California
|
$3.04M
|
+$39.5K
|
+790
|
+1%
|
|
|
6
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.99M
|
+$438K
|
+8,757
|
+17%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.63M
|
+$2.66M
|
+53,229
|
New
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.56M
|
-$16.9K
|
-338
|
-0.7%
|
|
|
9
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.62M
|
+$72.4K
|
+1,449
|
+5%
|
|
|
10
|
|
$1.03M
|
+$1.04M
|
+20,914
|
New
|
|
|
11
|
Windsor Capital Management
Phoenix,
Arizona
|
$982K
|
+$168K
|
+3,363
|
+20%
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$977K
|
+$5.85K
|
+117
|
+0.6%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$954K
|
+$111K
|
+2,220
|
+13%
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$943K
|
+$952K
|
+19,056
|
New
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$660K
|
+$629K
|
+12,592
|
+1,784%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$409K
|
–
|
–
|
–
|
|
|
17
|
|
$319K
|
-$2.73M
|
-54,552
|
-89%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$237K
|
+$8.09K
|
+162
|
+4%
|
|
|
19
|
Bay Colony Advisors
Concord,
Massachusetts
|
$4K
|
+$4.25K
|
+85
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
+$2.05K
|
+41
|
New
|
|
