|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$127M
|
-$3.43M
|
-126,517
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.9M
|
-$2.43M
|
-89,709
|
-8%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.5M
|
-$2.11M
|
-77,761
|
-9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.3M
|
+$4.26M
|
+157,116
|
+26%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$18M
|
+$691K
|
+25,447
|
+4%
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$11.7M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.59M
|
+$2.2M
|
+81,212
|
+31%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.97M
|
+$463K
|
+17,047
|
+6%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$8.33M
|
+$654K
|
+24,106
|
+9%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.27M
|
+$1.25M
|
+46,061
|
+18%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$7.49M
|
+$551K
|
+20,293
|
+8%
|
|
|
12
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$7.13M
|
+$125K
|
+4,591
|
+2%
|
|
|
13
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$6.92M
|
+$1.13M
|
+41,604
|
+20%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$5.77M
|
+$69.1K
|
+2,545
|
+1%
|
|
|
15
|
Darwin Wealth Management
Tampa,
Florida
|
$5.57M
|
+$316K
|
+11,652
|
+6%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$5.49M
|
-$1.45M
|
-53,499
|
-21%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.47M
|
+$123K
|
+4,526
|
+2%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$4.81M
|
+$604K
|
+22,258
|
+15%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.32M
|
+$1.23M
|
+45,382
|
+41%
|
|
|
20
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.19M
|
+$4.15M
|
+152,795
|
New
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$4.06M
|
+$3.95M
|
+145,589
|
New
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.43M
|
-$2.87M
|
-105,644
|
-46%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.09M
|
+$318K
|
+11,728
|
+12%
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$2.95M
|
-$115K
|
-4,228
|
-4%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$2.93M
|
+$2.86M
|
+105,227
|
New
|
|
