|
1
|
Wells Fargo
San Francisco,
California
|
$328M
|
+$13.2M
|
+695,605
|
+4%
|
|
|
2
|
|
$118M
|
+$16.3M
|
+855,672
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$39.2M
|
+$1.34M
|
+70,621
|
+4%
|
|
|
4
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$20.2M
|
+$11.5M
|
+606,255
|
+134%
|
|
|
5
|
Value Monitoring
Menlo Park,
California
|
$15.8M
|
-$342K
|
-18,000
|
-2%
|
|
|
6
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.8M
|
+$4.09M
|
+215,260
|
+38%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
-$665K
|
-34,988
|
-4%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.4M
|
+$1.59M
|
+83,944
|
+14%
|
|
|
9
|
Peak Capital Management
Greenwood Village,
Colorado
|
$12.8M
|
+$3.96M
|
+208,469
|
+45%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$11.9M
|
+$1.19M
|
+62,581
|
+11%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$11.8M
|
-$24.3M
|
-1,281,113
|
-67%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.92M
|
+$1.03M
|
+54,283
|
+12%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$9.2M
|
-$434K
|
-22,820
|
-5%
|
|
|
14
|
|
$8.95M
|
-$1.79M
|
-94,404
|
-17%
|
|
|
15
|
|
$8.5M
|
-$813K
|
-42,791
|
-9%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7M
|
+$224K
|
+11,784
|
+3%
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.57M
|
+$412K
|
+21,699
|
+7%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$5.04M
|
+$85.9K
|
+4,523
|
+2%
|
|
|
19
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$4.88M
|
+$1.03M
|
+54,243
|
+27%
|
|
|
20
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.59M
|
–
|
–
|
–
|
|
|
21
|
FDx Advisors
Chicago,
Illinois
|
$4.54M
|
+$2.21M
|
+116,090
|
+95%
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.46M
|
-$8.23K
|
-433
|
-0.2%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.38M
|
-$2.39M
|
-125,591
|
-35%
|
|
|
24
|
Colorado Capital Management
Boulder,
Colorado
|
$4.13M
|
+$15.4K
|
+811
|
+0.4%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.98M
|
+$49.3K
|
+2,594
|
+1%
|
|
