|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$136M
|
-$849
|
-36
|
-0%
|
|
|
2
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$18.6M
|
-$27.3K
|
-1,160
|
-0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
-$7.66M
|
-325,104
|
-30%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$12.7M
|
+$12M
|
+507,488
|
+830%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$12.1M
|
+$968K
|
+41,046
|
+8%
|
|
|
6
|
Patriot Wealth Management
Houston,
Texas
|
$11.3M
|
-$276K
|
-11,726
|
-2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.97M
|
+$607K
|
+25,728
|
+8%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.36M
|
+$3.46M
|
+146,694
|
+107%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.69M
|
+$478K
|
+20,266
|
+9%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.63M
|
+$1.28M
|
+54,299
|
+28%
|
|
|
11
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$5.35M
|
+$5.63M
|
+238,838
|
New
|
|
|
12
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.24M
|
-$814K
|
-34,518
|
-13%
|
|
|
13
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$5.24M
|
-$444K
|
-18,842
|
-7%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$5.22M
|
+$5.5M
|
+233,165
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$5.17M
|
+$215K
|
+9,129
|
+4%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$4.19M
|
+$270K
|
+11,433
|
+6%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$4.13M
|
-$129K
|
-5,484
|
-3%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.09M
|
-$1.02M
|
-43,093
|
-19%
|
|
|
19
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.07M
|
+$1.94M
|
+82,314
|
+83%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$3.84M
|
+$1.26M
|
+53,656
|
+46%
|
|
|
21
|
Financial Engines Advisors
Santa Clara,
California
|
$3.71M
|
+$3.77M
|
+159,830
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.68M
|
+$1.14M
|
+48,208
|
+41%
|
|
|
23
|
|
$3.44M
|
+$3.63M
|
+153,828
|
New
|
|
|
24
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.31M
|
-$32.9K
|
-1,395
|
-0.9%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.33M
|
+$195K
|
+8,281
|
+9%
|
|
