|
1
|
PFS Investments
Duluth,
Georgia
|
$50.1M
|
+$10.8M
|
+437,689
|
+28%
|
|
|
2
|
|
$5.52M
|
+$147K
|
+5,959
|
+3%
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.75M
|
-$15.7M
|
-633,013
|
-85%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$857K
|
-$185K
|
-7,460
|
-18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$668K
|
+$67.3K
|
+2,721
|
+11%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$638K
|
+$122K
|
+4,924
|
+24%
|
|
|
7
|
SignalPoint Asset Management
Springfield,
Missouri
|
$593K
|
+$421K
|
+17,033
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$490K
|
+$82.9K
|
+3,351
|
+20%
|
|
|
9
|
Bank of New York Mellon
New York
|
$433K
|
+$123K
|
+4,980
|
+40%
|
|
|
10
|
|
$327K
|
+$36.8K
|
+1,487
|
+13%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$257K
|
+$257K
|
+10,394
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$252K
|
+$49
|
+2
|
+0%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$211K
|
–
|
–
|
–
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$185K
|
-$1.83K
|
-74
|
-1%
|
|
|
15
|
LifePlan Financial Group
Dayton,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$37K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
+$198
|
+8
|
+0.8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$21K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$18K
|
+$1.68K
|
+68
|
+10%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12K
|
+$12.4K
|
+500
|
New
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
+$12.4K
|
+500
|
New
|
|
|
23
|
Peak Capital Management
Greenwood Village,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$222K
|
-8,900
|
Closed
|
|
