|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$125M
|
+$80.8M
|
+2,235,602
|
+208%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$72.8M
|
+$10.4M
|
+286,646
|
+18%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$70.2M
|
+$2.26M
|
+62,583
|
+3%
|
|
|
4
|
Executive Wealth Management
Brighton,
Michigan
|
$70.1M
|
+$1.81M
|
+49,919
|
+3%
|
|
|
5
|
Peterson Wealth Advisors
Orem,
Utah
|
$57.1M
|
-$408K
|
-11,287
|
-0.7%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
$54.8M
|
-$756K
|
-20,898
|
-1%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.8M
|
–
|
–
|
–
|
|
|
8
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$44.8M
|
+$42.9M
|
+1,185,825
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$40M
|
+$9.26M
|
+256,187
|
+32%
|
|
|
10
|
Financial Enhancement Group
Anderson,
Indiana
|
$39.3M
|
+$8.72M
|
+241,192
|
+30%
|
|
|
11
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$37.4M
|
-$8.41M
|
-232,675
|
-19%
|
|
|
12
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$37.1M
|
+$35.5M
|
+980,432
|
New
|
|
|
13
|
Clear Creek Financial Management
Silverdale,
Washington
|
$36.2M
|
+$3.66M
|
+101,109
|
+12%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$35.9M
|
-$630K
|
-17,416
|
-2%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$26.6M
|
+$5.66M
|
+156,461
|
+29%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$26.5M
|
+$839K
|
+23,193
|
+3%
|
|
|
17
|
Virtue Capital Management
Brentwood,
Tennessee
|
$24.1M
|
+$23.1M
|
+637,895
|
New
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$22.8M
|
+$10.3M
|
+285,317
|
+90%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$22.6M
|
-$920K
|
-25,431
|
-4%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$22.5M
|
+$2.59M
|
+71,516
|
+14%
|
|
|
21
|
O'Dell Group
Cincinnati,
Ohio
|
$20.9M
|
-$597K
|
-16,524
|
-3%
|
|
|
22
|
Cooper Financial Group
Irvine,
California
|
$20.4M
|
+$4.86M
|
+134,542
|
+33%
|
|
|
23
|
Allen Capital Group
Grand Island,
Nebraska
|
$20.2M
|
+$686K
|
+18,964
|
+4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$20.2M
|
+$8.89M
|
+245,759
|
+85%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.3M
|
+$4.62M
|
+127,702
|
+33%
|
|
