|
1
|
Wells Fargo
San Francisco,
California
|
$73.6M
|
+$305K
|
+6,392
|
+0.4%
|
|
|
2
|
|
$61.3M
|
+$29.3M
|
+614,296
|
+94%
|
|
|
3
|
Sage Advisory Services
Austin,
Texas
|
$56.5M
|
-$4.88M
|
-102,147
|
-8%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$55.7M
|
+$3.73M
|
+78,083
|
+7%
|
|
|
5
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$42.4M
|
+$18.9M
|
+396,180
|
+83%
|
|
|
6
|
Voya Financial Advisors
Windsor,
Connecticut
|
$40.7M
|
+$2.76M
|
+57,729
|
+7%
|
|
|
7
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$37.8M
|
+$12.8M
|
+268,148
|
+52%
|
|
|
8
|
Checchi Capital Advisers
Beverly Hills,
California
|
$26.9M
|
+$2.49M
|
+52,052
|
+10%
|
|
|
9
|
Leuthold Group
Minneapolis,
Minnesota
|
$24.6M
|
-$719K
|
-15,067
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$8.41M
|
+176,241
|
+84%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$6.16M
|
+128,948
|
+69%
|
|
|
12
|
Panagora Asset Management
Boston,
Massachusetts
|
$12.2M
|
-$901K
|
-18,870
|
-7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.87M
|
+$1.81M
|
+37,907
|
+26%
|
|
|
14
|
|
$8.6M
|
-$832K
|
-17,428
|
-9%
|
|
|
15
|
SigFig Wealth Management
San Francisco,
California
|
$8.38M
|
+$943K
|
+19,743
|
+13%
|
|
|
16
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$7.48M
|
+$682K
|
+14,295
|
+10%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$7.44M
|
+$102K
|
+2,129
|
+1%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.08M
|
+$59.2K
|
+1,240
|
+1%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$4.95M
|
+$2.88M
|
+60,270
|
+144%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.78M
|
-$375K
|
-7,848
|
-7%
|
|
|
21
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$4.7M
|
-$416K
|
-8,710
|
-8%
|
|
|
22
|
Wilshire Advisors
Santa Monica,
California
|
$4.7M
|
-$416K
|
-8,710
|
-8%
|
|
|
23
|
The Family Firm
Bethesda,
Maryland
|
$4.6M
|
-$63.1K
|
-1,322
|
-1%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.82M
|
+$662K
|
+13,875
|
+21%
|
|
|
25
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.59M
|
–
|
–
|
–
|
|
