|
1
|
|
$16.3M
|
+$1.22M
|
+57,676
|
+8%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$13.8M
|
+$4.26M
|
+201,972
|
+44%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$10.2M
|
-$192K
|
-9,094
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
+$7.94M
|
+376,494
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.12M
|
-$17.1K
|
-810
|
-0.3%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.27M
|
-$701K
|
-33,224
|
-12%
|
|
|
7
|
Raub Brock Capital Management
Larkspur,
California
|
$3.36M
|
+$436K
|
+20,660
|
+15%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.77M
|
+$130K
|
+6,176
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
+$1.37M
|
+64,891
|
+138%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.29M
|
+$588K
|
+27,888
|
+34%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.99M
|
+$598K
|
+28,339
|
+42%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$226K
|
+10,739
|
+14%
|
|
|
13
|
Bluefin Capital Management
New York
|
$1.63M
|
-$279K
|
-13,233
|
-14%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$1.59M
|
-$213K
|
-10,101
|
-12%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
-$1.06M
|
-50,401
|
-41%
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$1.04M
|
+$465K
|
+22,053
|
+79%
|
|
|
17
|
|
$1.01M
|
+$1.02M
|
+48,599
|
New
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$977K
|
+$282K
|
+13,355
|
+40%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$868K
|
+$878K
|
+41,650
|
New
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$733K
|
+$742K
|
+35,190
|
New
|
|
|
21
|
FCG Advisors
Chatham,
New Jersey
|
$585K
|
+$169K
|
+7,990
|
+40%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$521K
|
+$527K
|
+25,000
|
New
|
|
|
23
|
Harvest Capital Management
Concord,
New Hampshire
|
$520K
|
+$130K
|
+6,175
|
+33%
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$443K
|
+$409K
|
+19,412
|
+1,045%
|
|
|
25
|
Lehman Financial Resources
Media,
Pennsylvania
|
$98K
|
–
|
–
|
–
|
|
