|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$100M
|
+$7.13M
|
+288,607
|
+8%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.7M
|
-$453K
|
-18,323
|
-2%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.7M
|
+$2.26M
|
+91,486
|
+22%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$274K
|
+11,100
|
+3%
|
|
|
5
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$5.31M
|
+$5.32M
|
+215,157
|
New
|
|
|
6
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$4.8M
|
+$4.8M
|
+194,217
|
New
|
|
|
7
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.94M
|
-$574K
|
-23,230
|
-12%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$3.66M
|
+$721K
|
+29,182
|
+25%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$3.61M
|
+$659K
|
+26,689
|
+22%
|
|
|
10
|
Independence Wealth Advisors
Mclean,
Virginia
|
$3.13M
|
+$3.13M
|
+126,813
|
New
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.92M
|
-$1.51M
|
-61,143
|
-34%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.47M
|
-$1.41K
|
-57
|
-0.1%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$2.43M
|
+$1.26M
|
+50,819
|
+106%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$2.41M
|
+$270K
|
+10,947
|
+13%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.22M
|
-$979K
|
-39,615
|
-31%
|
|
|
16
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.16M
|
+$21.7K
|
+877
|
+1%
|
|
|
17
|
SigFig Wealth Management
San Francisco,
California
|
$2.04M
|
+$191K
|
+7,723
|
+10%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.6M
|
+$128K
|
+5,196
|
+9%
|
|
|
19
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.38M
|
-$27.6K
|
-1,118
|
-2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.19M
|
-$3.06K
|
-124
|
-0.3%
|
|
|
21
|
|
$1.14M
|
+$1.14M
|
+46,096
|
New
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$1.08M
|
+$37K
|
+1,499
|
+4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$2.82M
|
-113,983
|
-73%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$1.02M
|
+$282K
|
+11,408
|
+38%
|
|
|
25
|
Rand Wealth
Baltimore,
Maryland
|
$954K
|
+$29.3K
|
+1,187
|
+3%
|
|
