|
1
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$946K
|
+50,404
|
+0.8%
|
|
|
2
|
|
$56.1M
|
-$12.3M
|
-653,872
|
-18%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$35.2M
|
+$1.81M
|
+96,462
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.1M
|
-$19.5M
|
-1,037,616
|
-41%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$22.3M
|
-$82.2K
|
-4,384
|
-0.4%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$17.6M
|
+$5.71M
|
+304,598
|
+49%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$2.63M
|
-140,361
|
-13%
|
|
|
8
|
|
$14.7M
|
-$3.76M
|
-200,294
|
-20%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
-$747K
|
-39,832
|
-6%
|
|
|
10
|
Lazard Asset Management
New York
|
$10.4M
|
–
|
–
|
–
|
|
|
11
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.1M
|
-$720K
|
-38,398
|
-7%
|
|
|
12
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.1M
|
-$720K
|
-38,398
|
-7%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.61M
|
-$3.81M
|
-203,168
|
-34%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$7.22M
|
-$1.01M
|
-54,000
|
-12%
|
|
|
15
|
|
$7.11M
|
-$119K
|
-6,317
|
-2%
|
|
|
16
|
|
$6.89M
|
+$607K
|
+32,351
|
+10%
|
|
|
17
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$5.74M
|
+$64.8K
|
+3,454
|
+1%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.66M
|
-$80.5K
|
-4,290
|
-1%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.59M
|
+$966K
|
+51,473
|
+21%
|
|
|
20
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$4.79M
|
+$1.29M
|
+68,808
|
+37%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$4.44M
|
+$22.7K
|
+1,210
|
+0.5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.2M
|
+$208K
|
+11,063
|
+5%
|
|
|
23
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$4.09M
|
+$5.8K
|
+309
|
+0.1%
|
|
|
24
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.71M
|
-$294K
|
-15,647
|
-7%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.43M
|
+$273K
|
+14,579
|
+9%
|
|
