|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$136M
|
+$115M
|
+4,623,074
|
+450%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$26M
|
+$26.8M
|
+1,081,661
|
New
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25.9M
|
-$12.2M
|
-490,629
|
-31%
|
|
|
4
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$20M
|
-$3.63M
|
-146,485
|
-15%
|
|
|
5
|
Patriot Wealth Management
Houston,
Texas
|
$12.4M
|
+$299K
|
+12,077
|
+2%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$12M
|
+$12.3M
|
+497,194
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.94M
|
-$752K
|
-30,362
|
-8%
|
|
|
8
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$6.47M
|
-$300K
|
-12,108
|
-4%
|
|
|
9
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$5.9M
|
-$1.68M
|
-67,782
|
-21%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.63M
|
+$757K
|
+30,535
|
+15%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.43M
|
+$4.09M
|
+165,237
|
+274%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$5.34M
|
+$618K
|
+24,922
|
+13%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.74M
|
+$4.37M
|
+176,333
|
+852%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$4.58M
|
+$262K
|
+10,556
|
+6%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$4.23M
|
+$4.36M
|
+175,901
|
New
|
|
|
16
|
|
$3.79M
|
+$3.9M
|
+157,438
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.65M
|
+$3.76M
|
+151,585
|
New
|
|
|
18
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.59M
|
+$1.15M
|
+46,551
|
+45%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.31M
|
+$1.84M
|
+74,143
|
+117%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$2.83M
|
+$662K
|
+26,701
|
+29%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.8M
|
-$3.12M
|
-125,992
|
-52%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$2.46M
|
+$44.4K
|
+1,792
|
+2%
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.42M
|
+$31.1K
|
+1,257
|
+1%
|
|
|
24
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.39M
|
-$17.8K
|
-718
|
-0.7%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.3M
|
+$1.79M
|
+72,073
|
+305%
|
|
