|
1
|
Wells Fargo
San Francisco,
California
|
$313M
|
+$10.6M
|
+560,185
|
+4%
|
|
|
2
|
|
$101M
|
-$1.32M
|
-69,688
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$37.7M
|
+$1.05M
|
+55,620
|
+3%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$36.2M
|
–
|
–
|
–
|
|
|
5
|
Piershale Financial Group
Barrington,
Illinois
|
$16.4M
|
–
|
–
|
–
|
|
|
6
|
Value Monitoring
Menlo Park,
California
|
$16.1M
|
-$417K
|
-22,000
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$267K
|
+14,109
|
+2%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.8M
|
-$1.99M
|
-104,888
|
-14%
|
|
|
9
|
|
$10.7M
|
-$3.56M
|
-187,871
|
-25%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$10.7M
|
+$1.04M
|
+55,116
|
+11%
|
|
|
11
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.6M
|
+$410K
|
+21,620
|
+4%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$9.5M
|
–
|
–
|
–
|
|
|
13
|
|
$9.29M
|
+$241K
|
+12,719
|
+3%
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.86M
|
+$360K
|
+18,989
|
+4%
|
|
|
15
|
Peak Capital Management
Greenwood Village,
Colorado
|
$8.79M
|
+$8.76M
|
+462,265
|
New
|
|
|
16
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$8.6M
|
+$759K
|
+40,066
|
+10%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.75M
|
+$1.12M
|
+58,998
|
+20%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.75M
|
+$271K
|
+14,302
|
+4%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.42M
|
+$117K
|
+6,177
|
+2%
|
|
|
20
|
WBI Investments
Red Bank,
New Jersey
|
$6.16M
|
+$6.14M
|
+323,861
|
New
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.14M
|
+$681K
|
+35,946
|
+13%
|
|
|
22
|
Allianz Asset Management
Munich,
Germany
|
$4.94M
|
-$402K
|
-21,225
|
-8%
|
|
|
23
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.58M
|
-$12.5K
|
-658
|
-0.3%
|
|
|
24
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.46M
|
-$47.4K
|
-2,500
|
-1%
|
|
|
25
|
Colorado Capital Management
Boulder,
Colorado
|
$4.11M
|
-$1.74M
|
-92,103
|
-30%
|
|
