|
1
|
Wells Fargo
San Francisco,
California
|
$294M
|
-$10.4M
|
-564,313
|
-3%
|
|
|
2
|
|
$85M
|
+$24.9M
|
+1,349,391
|
+41%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.5M
|
-$9.71M
|
-525,852
|
-27%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$16.9M
|
+$6.85M
|
+371,015
|
+67%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
+$180K
|
+9,725
|
+1%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$11.9M
|
+$402K
|
+21,783
|
+3%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$11.3M
|
+$56.8K
|
+3,075
|
+0.5%
|
|
|
8
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.2M
|
+$14.9K
|
+807
|
+0.1%
|
|
|
9
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.2M
|
+$10.3M
|
+555,702
|
New
|
|
|
10
|
Value Monitoring
Menlo Park,
California
|
$9.35M
|
+$10.4M
|
+560,500
|
New
|
|
|
11
|
|
$9.24M
|
-$145K
|
-7,846
|
-2%
|
|
|
12
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$8.7M
|
+$10.1K
|
+549
|
+0.1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.47M
|
+$6.72M
|
+364,050
|
+815%
|
|
|
14
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.49M
|
+$638K
|
+34,530
|
+11%
|
|
|
15
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.19M
|
-$1.41M
|
-76,163
|
-18%
|
|
|
16
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$5.87M
|
-$603K
|
-32,631
|
-9%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.22M
|
+$1.79M
|
+96,704
|
+51%
|
|
|
18
|
Lazard Asset Management
New York
|
$4.94M
|
–
|
–
|
–
|
|
|
19
|
|
$4.65M
|
+$3.23M
|
+175,076
|
+221%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.59M
|
+$902K
|
+48,826
|
+24%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$4.41M
|
+$248K
|
+13,407
|
+6%
|
|
|
22
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.39M
|
–
|
–
|
–
|
|
|
23
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.27M
|
–
|
–
|
–
|
|
|
24
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.17M
|
+$100K
|
+5,426
|
+2%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.06M
|
+$423K
|
+22,909
|
+12%
|
|
