|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$42.8M
|
-$19.7M
|
-397,900
|
-32%
|
|
|
2
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$22M
|
+$21.6M
|
+436,056
|
New
|
|
|
3
|
|
$10.5M
|
+$3.74M
|
+75,559
|
+57%
|
|
|
4
|
Flow Traders U.S.
New York
|
$8.22M
|
+$8.08M
|
+163,124
|
New
|
|
|
5
|
|
$7.8M
|
+$3.63M
|
+73,177
|
+90%
|
|
|
6
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.99M
|
+$264K
|
+5,332
|
+5%
|
|
|
7
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.55M
|
+$3.49M
|
+70,436
|
New
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.37M
|
+$1.96M
|
+39,480
|
+144%
|
|
|
9
|
Pacific Financial Group
Bellevue,
Washington
|
$3.3M
|
-$6.84M
|
-138,071
|
-68%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$3M
|
+$385K
|
+7,774
|
+15%
|
|
|
11
|
Bluefin Capital Management
New York
|
$2.98M
|
+$2.66M
|
+53,710
|
+1,001%
|
|
|
12
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.71M
|
-$1.19M
|
-24,054
|
-31%
|
|
|
13
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.37M
|
-$1.42M
|
-28,559
|
-38%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.23M
|
-$4.92M
|
-99,268
|
-69%
|
|
|
15
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.75M
|
+$226K
|
+4,552
|
+15%
|
|
|
16
|
|
$1.24M
|
+$669K
|
+13,501
|
+122%
|
|
|
17
|
Slow Capital
Greenbrae,
California
|
$1.23M
|
+$62.8K
|
+1,268
|
+5%
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$992K
|
-$942
|
-19
|
-0.1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$829K
|
-$2.74M
|
-55,236
|
-77%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$742K
|
+$386K
|
+7,793
|
+112%
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
$713K
|
+$45.8K
|
+924
|
+7%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$678K
|
-$52.8K
|
-1,065
|
-7%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$368K
|
+$362K
|
+7,311
|
New
|
|
|
24
|
Elevated Capital Advisors
Sandy,
Utah
|
$245K
|
+$256K
|
+5,162
|
New
|
|
|
25
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$107K
|
-$135K
|
-2,725
|
-56%
|
|
