|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$62.1M
|
+$16.4M
|
+328,368
|
+36%
|
|
|
2
|
|
$17.3M
|
-$7.11M
|
-142,623
|
-29%
|
|
|
3
|
|
$6.11M
|
+$5.8M
|
+116,340
|
+1,807%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.32M
|
+$357K
|
+7,168
|
+9%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$4.29M
|
+$1.12M
|
+22,370
|
+35%
|
|
|
6
|
Peterson Wealth Advisors
Orem,
Utah
|
$3.58M
|
+$580K
|
+11,631
|
+19%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.46M
|
+$815K
|
+16,347
|
+31%
|
|
|
8
|
Bluefin Capital Management
New York
|
$2.81M
|
+$2.81M
|
+56,429
|
New
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.63M
|
+$65.5K
|
+1,313
|
+3%
|
|
|
10
|
|
$2.47M
|
+$1.43M
|
+28,658
|
+137%
|
|
|
11
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.27M
|
+$651K
|
+13,062
|
+40%
|
|
|
12
|
Slow Capital
Greenbrae,
California
|
$1.78M
|
-$1.27M
|
-25,546
|
-42%
|
|
|
13
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.29M
|
+$306K
|
+6,130
|
+31%
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$983K
|
+$32.3K
|
+648
|
+3%
|
|
|
15
|
WealthPLAN Partners
Omaha,
Nebraska
|
$949K
|
-$4.74K
|
-95
|
-0.5%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$835K
|
-$125K
|
-2,498
|
-13%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$350K
|
+$352K
|
+7,049
|
New
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$331K
|
+$331K
|
+6,646
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$256K
|
+$18K
|
+360
|
+8%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$110K
|
-$298K
|
-5,972
|
-73%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$100K
|
+$100K
|
+2,011
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$78K
|
+$78.2K
|
+1,569
|
New
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$19K
|
+$19.4K
|
+389
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
+$9.87K
|
+198
|
+483%
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
+$2.34K
|
+47
|
New
|
|
