|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$67.7M
|
+$10.1M
|
+439,256
|
+18%
|
|
|
2
|
Pure Financial Advisors
San Diego,
California
|
$4.02M
|
+$1.05M
|
+45,452
|
+36%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.89M
|
+$889K
|
+38,606
|
+46%
|
|
|
4
|
Vicus Capital
State College,
Pennsylvania
|
$2.11M
|
+$747K
|
+32,424
|
+56%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.93M
|
+$1.9M
|
+82,470
|
New
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$1.74M
|
+$1.71M
|
+74,039
|
New
|
|
|
7
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$1.53M
|
+$269K
|
+11,691
|
+22%
|
|
|
8
|
|
$1.47M
|
-$50K
|
-2,169
|
-3%
|
|
|
9
|
|
$1.19M
|
+$1.17M
|
+50,870
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
+$1.03M
|
+44,828
|
New
|
|
|
11
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1M
|
+$152K
|
+6,589
|
+18%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$938K
|
+$903K
|
+39,191
|
+4,899%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$762K
|
-$2.37M
|
-102,750
|
-76%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$683K
|
-$213K
|
-9,257
|
-24%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$631K
|
-$66.2K
|
-2,874
|
-10%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$620K
|
+$609K
|
+26,453
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$598K
|
+$433K
|
+18,819
|
+282%
|
|
|
18
|
|
$591K
|
-$2.6M
|
-112,730
|
-82%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$588K
|
-$3.55M
|
-154,034
|
-86%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$415K
|
+$228K
|
+9,889
|
+126%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$411K
|
+$16.1K
|
+700
|
+4%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$353K
|
+$42.2K
|
+1,832
|
+14%
|
|
|
23
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$334K
|
-$2.68M
|
-116,268
|
-89%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$287K
|
-$358K
|
-15,520
|
-56%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$260K
|
+$136K
|
+5,887
|
+113%
|
|
