|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$289M
|
+$72.6M
|
+2,943,816
|
+30%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.68M
|
+$6.66M
|
+269,747
|
+1,215%
|
|
|
3
|
|
$1.3M
|
+$1.02M
|
+41,141
|
+263%
|
|
|
4
|
Prostatis Group
Hanover,
Maryland
|
$515K
|
-$482K
|
-19,555
|
-47%
|
|
|
5
|
Cabana LLC
Fayetteville,
Arkansas
|
$376K
|
+$395K
|
+15,997
|
New
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$364K
|
-$61.3K
|
-2,486
|
-14%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$69K
|
+$74.7K
|
+3,029
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$59K
|
+$63.5K
|
+2,573
|
New
|
|
|
9
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$44K
|
-$17.6K
|
-712
|
-27%
|
|
|
10
|
Investors Research Corp
Atlanta,
Georgia
|
$43K
|
–
|
–
|
–
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$28K
|
+$30.6K
|
+1,239
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27K
|
-$6.17K
|
-250
|
-17%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$20K
|
+$19.9K
|
+807
|
+1,062%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
-$9.45K
|
-383
|
-87%
|
|
|
15
|
Professional Financial Advisors
North Platte,
Nebraska
|
–
|
-$835K
|
-33,505
|
Closed
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$819K
|
-32,866
|
Closed
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$284K
|
-11,406
|
Closed
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$261K
|
-10,484
|
Closed
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$250K
|
-10,035
|
Closed
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$25
|
+1
|
New
|
|
