|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$124M
|
-$21.3M
|
-862,543
|
-15%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.2M
|
+$10M
|
+405,055
|
+54%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.3M
|
+$18.8M
|
+758,538
|
+1,235%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.6M
|
+$7.97M
|
+322,236
|
+91%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$14.9M
|
+$837K
|
+33,854
|
+6%
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$9.85M
|
+$8.13M
|
+328,881
|
+650%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.72M
|
+$5.19M
|
+209,842
|
+128%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.12M
|
+$1.52M
|
+61,401
|
+24%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.86M
|
+$257K
|
+10,383
|
+4%
|
|
|
10
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$6.3M
|
+$211K
|
+8,548
|
+4%
|
|
|
11
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$6.29M
|
+$84.7K
|
+3,424
|
+1%
|
|
|
12
|
Darwin Wealth Management
Tampa,
Florida
|
$6.26M
|
+$5.96M
|
+240,952
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$6.12M
|
+$113K
|
+4,554
|
+2%
|
|
|
14
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.8M
|
-$267K
|
-10,804
|
-5%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$5.65M
|
+$748K
|
+30,251
|
+16%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.39M
|
+$621K
|
+25,118
|
+14%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.34M
|
-$1.95M
|
-78,676
|
-28%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$5.15M
|
+$665K
|
+26,879
|
+16%
|
|
|
19
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.82M
|
+$97.9K
|
+3,960
|
+2%
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$4.5M
|
+$331K
|
+13,387
|
+8%
|
|
|
21
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4M
|
+$147K
|
+5,947
|
+4%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$2.68M
|
+$22.6K
|
+913
|
+0.9%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2.57M
|
+$1.1M
|
+44,428
|
+82%
|
|
|
24
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.57M
|
-$26.1K
|
-1,057
|
-1%
|
|
|
25
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.41M
|
-$11.8M
|
-475,720
|
-84%
|
|
