|
1
|
Wells Fargo
San Francisco,
California
|
$308M
|
-$14.2M
|
-760,708
|
-4%
|
|
|
2
|
|
$61M
|
-$44.1M
|
-2,355,533
|
-42%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$35.6M
|
+$335K
|
+17,927
|
+0.9%
|
|
|
4
|
Peak Capital Management
Greenwood Village,
Colorado
|
$14M
|
+$1.63M
|
+86,948
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$1.39M
|
-74,311
|
-9%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$11.7M
|
+$586K
|
+31,342
|
+5%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$11.4M
|
-$856K
|
-45,762
|
-7%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$10.3M
|
+$1.2M
|
+63,915
|
+13%
|
|
|
9
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.3M
|
+$191K
|
+10,194
|
+2%
|
|
|
10
|
|
$9.5M
|
+$623K
|
+33,301
|
+7%
|
|
|
11
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$8.79M
|
-$4.27M
|
-228,127
|
-32%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$8.05M
|
–
|
–
|
–
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.68M
|
+$2.23M
|
+119,094
|
+40%
|
|
|
14
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$6.54M
|
+$690K
|
+36,912
|
+12%
|
|
|
15
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.93M
|
-$1.56M
|
-83,130
|
-21%
|
|
|
16
|
Lazard Asset Management
New York
|
$5.01M
|
–
|
–
|
–
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.55M
|
+$4.6M
|
+245,950
|
New
|
|
|
18
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.44M
|
-$13.1K
|
-700
|
-0.3%
|
|
|
19
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.32M
|
–
|
–
|
–
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$4.21M
|
+$202K
|
+10,783
|
+5%
|
|
|
21
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.12M
|
-$107K
|
-5,710
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.01M
|
+$857K
|
+45,826
|
+27%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4M
|
+$2.62M
|
+140,331
|
+185%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.75M
|
+$387K
|
+20,679
|
+11%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.69M
|
+$969K
|
+51,816
|
+35%
|
|
