|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$50.8M
|
+$48.3M
|
+2,042,804
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.64M
|
-$2.09M
|
-88,529
|
-45%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$2.37M
|
+$784K
|
+33,169
|
+53%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.29M
|
+$1.94M
|
+81,983
|
+795%
|
|
|
5
|
|
$1.33M
|
+$1.26M
|
+53,500
|
New
|
|
|
6
|
Shamrock Asset Management
Dallas,
Texas
|
$1.11M
|
+$462K
|
+19,540
|
+77%
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$694K
|
+$661K
|
+27,946
|
New
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$531K
|
+$126K
|
+5,346
|
+33%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$418K
|
–
|
–
|
–
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$359K
|
+$101K
|
+4,267
|
+42%
|
|
|
11
|
IMA Advisory Services
Denver,
Colorado
|
$352K
|
+$335K
|
+14,170
|
New
|
|
|
12
|
|
$310K
|
-$236K
|
-9,995
|
-44%
|
|
|
13
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$260K
|
+$247K
|
+10,446
|
New
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$140K
|
-$3.85K
|
-163
|
-3%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$104K
|
+$21.3K
|
+902
|
+27%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$71K
|
+$50.1K
|
+2,119
|
+294%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$65K
|
+$2.41K
|
+102
|
+4%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$49K
|
+$46.5K
|
+1,965
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$32K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$27K
|
-$28.2K
|
-1,192
|
-53%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
+$10.6K
|
+449
|
New
|
|
|
22
|
AllSquare Wealth Management
Albany,
New York
|
$8K
|
–
|
–
|
–
|
|
|
23
|
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$13K
|
-552
|
Closed
|
|
|
25
|
|
–
|
-$1K
|
-45
|
Closed
|
|
