|
1
|
Wells Fargo
San Francisco,
California
|
$289M
|
-$8.18M
|
-442,312
|
-3%
|
|
|
2
|
|
$90M
|
+$3.93M
|
+212,526
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$35.6M
|
+$9.68M
|
+523,512
|
+38%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$17.8M
|
+$5.76M
|
+311,547
|
+48%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$17.5M
|
+$292K
|
+15,777
|
+2%
|
|
|
6
|
Lazard Asset Management
New York
|
$15.1M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
+$129K
|
+6,974
|
+1%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$12.2M
|
+$768K
|
+41,519
|
+7%
|
|
|
9
|
Estate Counselors
Thiensville,
Wisconsin
|
$12.2M
|
+$5.62M
|
+304,160
|
+86%
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$11.9M
|
+$1.58M
|
+85,575
|
+15%
|
|
|
11
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.9M
|
+$1.58M
|
+85,575
|
+15%
|
|
|
12
|
|
$9.02M
|
-$345K
|
-18,678
|
-4%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.78M
|
+$2.5M
|
+135,380
|
+40%
|
|
|
14
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$8.67M
|
+$8.65M
|
+467,849
|
New
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$8.06M
|
+$8.05M
|
+435,087
|
New
|
|
|
16
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$6.17M
|
+$225K
|
+12,155
|
+4%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.54M
|
+$245K
|
+13,261
|
+5%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.16M
|
+$500K
|
+27,034
|
+11%
|
|
|
19
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.45M
|
–
|
–
|
–
|
|
|
20
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.33M
|
–
|
–
|
–
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.24M
|
+$124K
|
+6,721
|
+3%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$4.13M
|
+$1.58M
|
+85,288
|
+60%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.08M
|
+$60.5K
|
+3,273
|
+2%
|
|
|
24
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.08M
|
-$141K
|
-7,613
|
-3%
|
|
|
25
|
|
$4.03M
|
-$56.1K
|
-3,033
|
-1%
|
|
