|
1
|
Wells Fargo
San Francisco,
California
|
$299M
|
-$16.5M
|
-878,913
|
-5%
|
|
|
2
|
|
$102M
|
-$6.58M
|
-349,376
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.3M
|
+$11.3M
|
+598,781
|
+45%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$35.8M
|
–
|
–
|
–
|
|
|
5
|
Piershale Financial Group
Barrington,
Illinois
|
$16.4M
|
-$1.07M
|
-57,093
|
-6%
|
|
|
6
|
Value Monitoring
Menlo Park,
California
|
$16.3M
|
+$8.45M
|
+449,000
|
+107%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
-$855K
|
-45,435
|
-5%
|
|
|
8
|
|
$14.1M
|
-$4.24M
|
-225,094
|
-23%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.6M
|
+$1.15M
|
+61,317
|
+9%
|
|
|
10
|
|
$10.8M
|
+$10.8M
|
+571,656
|
New
|
|
|
11
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.1M
|
+$1.37M
|
+72,930
|
+16%
|
|
|
12
|
IRON Financial
Northbrook,
Illinois
|
$10M
|
-$5.28M
|
-280,612
|
-35%
|
|
|
13
|
Cardan Capital Partners
Denver,
Colorado
|
$9.56M
|
+$481K
|
+25,547
|
+5%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$9.5M
|
+$9.51M
|
+504,970
|
New
|
|
|
15
|
|
$8.95M
|
+$348K
|
+18,470
|
+4%
|
|
|
16
|
Lazard Asset Management
New York
|
$8.89M
|
–
|
–
|
–
|
|
|
17
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.4M
|
+$3.79M
|
+201,348
|
+82%
|
|
|
18
|
Flow Traders U.S.
New York
|
$8.37M
|
+$5.14M
|
+272,915
|
+159%
|
|
|
19
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$7.8M
|
+$7.76M
|
+412,200
|
New
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.41M
|
+$6.41M
|
+340,580
|
New
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.23M
|
+$3.21M
|
+170,550
|
+106%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$5.95M
|
+$5.95M
|
+316,185
|
New
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$5.79M
|
+$31.9K
|
+1,692
|
+0.6%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.57M
|
-$12.3M
|
-651,016
|
-69%
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.39M
|
+$496K
|
+26,348
|
+10%
|
|
