|
1
|
Wells Fargo
San Francisco,
California
|
$329M
|
+$3.91M
|
+206,118
|
+1%
|
|
|
2
|
|
$107M
|
-$10.2M
|
-536,408
|
-9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
-$2.86M
|
-150,874
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$357K
|
+18,791
|
+2%
|
|
|
5
|
Value Monitoring
Menlo Park,
California
|
$13.7M
|
-$1.99M
|
-104,800
|
-13%
|
|
|
6
|
IRON Financial
Northbrook,
Illinois
|
$13.4M
|
+$13.4M
|
+704,850
|
New
|
|
|
7
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$13M
|
+$13.3M
|
+703,064
|
New
|
|
|
8
|
Peak Capital Management
Greenwood Village,
Colorado
|
$12.8M
|
–
|
–
|
–
|
|
|
9
|
Cardan Capital Partners
Denver,
Colorado
|
$12.5M
|
+$688K
|
+36,243
|
+6%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$11.3M
|
+$2.26M
|
+119,218
|
+25%
|
|
|
11
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.3M
|
-$9.75M
|
-513,820
|
-49%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.32M
|
-$538K
|
-28,364
|
-5%
|
|
|
13
|
|
$9.09M
|
+$200K
|
+10,537
|
+2%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$8.24M
|
-$3.53M
|
-186,000
|
-30%
|
|
|
15
|
Estate Counselors
Thiensville,
Wisconsin
|
$7.65M
|
-$7.05M
|
-371,590
|
-48%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.21M
|
+$257K
|
+13,531
|
+4%
|
|
|
17
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$6M
|
+$1.15M
|
+60,524
|
+24%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.99M
|
-$542K
|
-28,555
|
-8%
|
|
|
19
|
|
$5.65M
|
-$2.8M
|
-147,455
|
-33%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.6M
|
-$7.74M
|
-407,538
|
-58%
|
|
|
21
|
FDx Advisors
Chicago,
Illinois
|
$5.25M
|
+$747K
|
+39,342
|
+17%
|
|
|
22
|
Lazard Asset Management
New York
|
$5.01M
|
–
|
–
|
–
|
|
|
23
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.56M
|
–
|
–
|
–
|
|
|
24
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.43M
|
-$5.7K
|
-300
|
-0.1%
|
|
|
25
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.32M
|
+$401K
|
+21,131
|
+10%
|
|
