|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$38.7M
|
+$34.9M
|
+3,808,370
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
+$747K
|
+81,565
|
+7%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$13.3M
|
+$4.49M
|
+489,919
|
+60%
|
|
|
4
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$7.97M
|
+$7.19M
|
+785,053
|
New
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$6.57M
|
+$1M
|
+109,728
|
+20%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.58M
|
+$74.6K
|
+8,150
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.58M
|
-$2.27M
|
-247,828
|
-49%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.37M
|
+$615K
|
+67,177
|
+40%
|
|
|
9
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.37M
|
+$2.13M
|
+232,801
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$2.3M
|
+$1.46M
|
+159,411
|
+245%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.18M
|
+$424K
|
+46,319
|
+27%
|
|
|
12
|
KCM Investment Advisors
Greenbrae,
California
|
$2.04M
|
+$1.84M
|
+200,971
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.83M
|
+$328K
|
+35,780
|
+25%
|
|
|
14
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$1.52M
|
+$1.37M
|
+149,545
|
New
|
|
|
15
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.5M
|
+$4.1K
|
+448
|
+0.3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.45M
|
-$124K
|
-13,585
|
-9%
|
|
|
17
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$1.29M
|
-$52.1K
|
-5,689
|
-5%
|
|
|
18
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.28M
|
+$1.16M
|
+126,296
|
New
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$1.25M
|
-$479K
|
-52,279
|
-30%
|
|
|
20
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$1.13M
|
+$1.02M
|
+111,574
|
New
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.07M
|
-$82.1K
|
-8,964
|
-8%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.05M
|
+$708K
|
+77,366
|
+301%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$928K
|
+$98.6K
|
+10,764
|
+13%
|
|
|
24
|
Prostatis Group
Hanover,
Maryland
|
$895K
|
+$808K
|
+88,210
|
New
|
|
|
25
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$853K
|
+$101K
|
+10,999
|
+15%
|
|
