|
1
|
Wells Fargo
San Francisco,
California
|
$175M
|
+$17.7M
|
+976,151
|
+11%
|
|
|
2
|
|
$118M
|
+$38.2M
|
+2,106,079
|
+49%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32.4M
|
+$1.04M
|
+57,208
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$22M
|
+$7.16M
|
+394,850
|
+49%
|
|
|
5
|
|
$19.4M
|
–
|
–
|
–
|
|
|
6
|
Lazard Asset Management
New York
|
$15.7M
|
–
|
–
|
–
|
|
|
7
|
Bluefin Capital Management
New York
|
$14.1M
|
+$13.9M
|
+767,758
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$206K
|
-11,377
|
-2%
|
|
|
9
|
Cardan Capital Partners
Denver,
Colorado
|
$8.21M
|
+$596K
|
+32,881
|
+8%
|
|
|
10
|
Estate Counselors
Thiensville,
Wisconsin
|
$8.04M
|
-$266K
|
-14,700
|
-3%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$5.25M
|
+$906K
|
+50,000
|
+21%
|
|
|
12
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.19M
|
-$781K
|
-43,099
|
-13%
|
|
|
13
|
|
$5.02M
|
+$1.59M
|
+87,720
|
+47%
|
|
|
14
|
Colorado Capital Management
Boulder,
Colorado
|
$4.9M
|
-$101K
|
-5,561
|
-2%
|
|
|
15
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.33M
|
–
|
–
|
–
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.13M
|
+$668K
|
+36,879
|
+20%
|
|
|
17
|
FDx Advisors
Chicago,
Illinois
|
$4.05M
|
-$911K
|
-50,296
|
-19%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.13M
|
+$5.17K
|
+285
|
+0.2%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$2.93M
|
-$395K
|
-21,815
|
-12%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.71M
|
-$956K
|
-52,740
|
-26%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.63M
|
+$552K
|
+30,453
|
+27%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.52M
|
+$162K
|
+8,930
|
+7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.37M
|
-$14.3M
|
-787,999
|
-86%
|
|
|
24
|
Partnervest Advisory Services
Santa Barbara,
California
|
$2.34M
|
+$142K
|
+7,859
|
+7%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.23M
|
+$135K
|
+7,447
|
+7%
|
|
