|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$123M
|
-$2.49M
|
-95,379
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.5M
|
-$924K
|
-35,363
|
-3%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$22.2M
|
+$725K
|
+27,745
|
+3%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$16.3M
|
+$1.28M
|
+48,792
|
+9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.9M
|
-$1.83M
|
-70,092
|
-10%
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$11.7M
|
+$1.72M
|
+65,737
|
+17%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.97M
|
-$215K
|
-8,211
|
-3%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$7.4M
|
+$1.49M
|
+56,849
|
+26%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.87M
|
-$45.8K
|
-1,753
|
-0.7%
|
|
|
10
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$6.57M
|
+$223K
|
+8,530
|
+4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.56M
|
-$3.24M
|
-123,836
|
-33%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$6.55M
|
+$1.36M
|
+51,929
|
+26%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$6.5M
|
+$328K
|
+12,543
|
+5%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.98M
|
+$600K
|
+22,959
|
+11%
|
|
|
15
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$5.4M
|
-$949K
|
-36,298
|
-15%
|
|
|
16
|
Financial Engines Advisors
Santa Clara,
California
|
$5.34M
|
+$809K
|
+30,932
|
+18%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.02M
|
+$155K
|
+5,945
|
+3%
|
|
|
18
|
Darwin Wealth Management
Tampa,
Florida
|
$4.92M
|
-$1.38M
|
-52,969
|
-22%
|
|
|
19
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.39M
|
+$364K
|
+13,939
|
+9%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$3.93M
|
+$1.34M
|
+51,200
|
+52%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.73M
|
-$1.7M
|
-64,927
|
-31%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$2.88M
|
+$2.87M
|
+109,806
|
New
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.87M
|
+$2.86M
|
+109,585
|
New
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$2.68M
|
-$23.7K
|
-908
|
-0.9%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.59M
|
+$2.57M
|
+98,428
|
+16,797%
|
|
