|
1
|
Wells Fargo
San Francisco,
California
|
$316M
|
+$16.3M
|
+870,804
|
+5%
|
|
|
2
|
|
$108M
|
-$8.24M
|
-439,989
|
-7%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$35.7M
|
+$35.6M
|
+1,902,200
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25M
|
+$508K
|
+27,140
|
+2%
|
|
|
5
|
|
$18.4M
|
+$18.3M
|
+976,661
|
New
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.8M
|
-$15.9M
|
-849,141
|
-47%
|
|
|
7
|
Piershale Financial Group
Barrington,
Illinois
|
$17.4M
|
-$338K
|
-18,083
|
-2%
|
|
|
8
|
|
$16.8M
|
+$14.5M
|
+772,649
|
+643%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
+$44K
|
+2,353
|
+0.3%
|
|
|
10
|
IRON Financial
Northbrook,
Illinois
|
$15.3M
|
+$15.2M
|
+812,257
|
New
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.5M
|
+$3.18M
|
+169,643
|
+34%
|
|
|
12
|
Lazard Asset Management
New York
|
$9.15M
|
–
|
–
|
–
|
|
|
13
|
Cardan Capital Partners
Denver,
Colorado
|
$9.07M
|
+$265K
|
+14,157
|
+3%
|
|
|
14
|
Estate Counselors
Thiensville,
Wisconsin
|
$8.74M
|
-$3.42M
|
-182,800
|
-28%
|
|
|
15
|
|
$8.59M
|
+$589K
|
+31,474
|
+7%
|
|
|
16
|
Value Monitoring
Menlo Park,
California
|
$7.89M
|
+$7.86M
|
+420,000
|
New
|
|
|
17
|
FDx Advisors
Chicago,
Illinois
|
$6.48M
|
+$2.32M
|
+123,961
|
+56%
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$5.75M
|
+$260K
|
+13,894
|
+5%
|
|
|
19
|
Braver Wealth Management
Needham,
Massachusetts
|
$5.68M
|
+$5.65M
|
+302,094
|
New
|
|
|
20
|
BTS Asset Management
Lincoln,
Massachusetts
|
$4.99M
|
–
|
–
|
–
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.89M
|
+$145K
|
+7,744
|
+3%
|
|
|
22
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.61M
|
-$2.76M
|
-147,258
|
-38%
|
|
|
23
|
Allianz Asset Management
Munich,
Germany
|
$4.59M
|
-$469K
|
-25,063
|
-9%
|
|
|
24
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.53M
|
-$755K
|
-40,313
|
-14%
|
|
|
25
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.4M
|
-$18.1K
|
-967
|
-0.4%
|
|
