|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$32.5M
|
+$32.5M
|
+654,270
|
New
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$11.3M
|
-$323K
|
-6,500
|
-3%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$6.94M
|
+$6.95M
|
+139,845
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.81M
|
+$1.34M
|
+27,001
|
+39%
|
|
|
5
|
JOYN Advisors
Atlanta,
Georgia
|
$3.51M
|
+$3.52M
|
+70,821
|
New
|
|
|
6
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$3.29M
|
+$2.46M
|
+49,452
|
+294%
|
|
|
7
|
|
$3.21M
|
+$2.29M
|
+46,002
|
+245%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.92M
|
+$271K
|
+5,454
|
+10%
|
|
|
9
|
|
$2.62M
|
-$146K
|
-2,929
|
-5%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.31M
|
-$217K
|
-4,358
|
-9%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
+$1.39M
|
+28,028
|
+534%
|
|
|
12
|
|
$1.64M
|
+$1.64M
|
+33,004
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.49M
|
+$1.34M
|
+26,940
|
+885%
|
|
|
14
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.29M
|
+$1.29M
|
+25,922
|
New
|
|
|
15
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.25M
|
+$1.25M
|
+25,120
|
New
|
|
|
16
|
Managed Account Services
Coconut Grove,
Florida
|
$1.18M
|
+$1.18M
|
+23,818
|
New
|
|
|
17
|
D. Scott Neal
Lexington,
Kentucky
|
$1.13M
|
+$1.14M
|
+22,849
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$401K
|
+8,060
|
+55%
|
|
|
19
|
|
$1.03M
|
+$1.03M
|
+20,740
|
New
|
|
|
20
|
Kalos Management
Alpharetta,
Georgia
|
$954K
|
-$74.9K
|
-1,507
|
-7%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$927K
|
+$929K
|
+18,684
|
New
|
|
|
22
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$880K
|
-$26.4K
|
-530
|
-3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$864K
|
+$166K
|
+3,329
|
+24%
|
|
|
24
|
Choreo LLC
Rockford,
Illinois
|
$758K
|
+$760K
|
+15,286
|
New
|
|
|
25
|
Regal Investment Advisors
Kentwood,
Michigan
|
$675K
|
+$45.4K
|
+912
|
+7%
|
|
