|
1
|
WBI Investments
Red Bank,
New Jersey
|
$69.9M
|
+$69.4M
|
+3,290,346
|
New
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$10.7M
|
+$2.74M
|
+129,734
|
+35%
|
|
|
3
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.1M
|
+$10M
|
+475,446
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.38M
|
+$3.07M
|
+145,651
|
+58%
|
|
|
5
|
|
$7.5M
|
+$357K
|
+16,944
|
+5%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6.29M
|
-$732K
|
-34,723
|
-10%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.7M
|
+$95.2K
|
+4,514
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.55M
|
+$218K
|
+10,357
|
+9%
|
|
|
9
|
Bluefin Capital Management
New York
|
$2.5M
|
+$2.27M
|
+107,469
|
+1,042%
|
|
|
10
|
Raub Brock Capital Management
Larkspur,
California
|
$1.95M
|
+$1.93M
|
+91,745
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
+$1.21M
|
+57,377
|
+373%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$904K
|
-$562K
|
-26,640
|
-38%
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$835K
|
+$265K
|
+12,581
|
+47%
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$822K
|
+$817K
|
+38,725
|
New
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$757K
|
+$752K
|
+35,650
|
New
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$714K
|
+$255K
|
+12,075
|
+56%
|
|
|
17
|
Baird
Milwaukee,
Wisconsin
|
$542K
|
+$62.7K
|
+2,975
|
+13%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$528K
|
+$501K
|
+23,760
|
+2,218%
|
|
|
19
|
Stancorp Investment Advisers
Portland,
Oregon
|
$311K
|
+$80.1K
|
+3,800
|
+35%
|
|
|
20
|
FCG Advisors
Chatham,
New Jersey
|
$307K
|
+$358
|
+17
|
+0.1%
|
|
|
21
|
Lehman Financial Resources
Media,
Pennsylvania
|
$103K
|
+$102K
|
+4,829
|
New
|
|
|
22
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$89.8K
|
+$105
|
+5
|
+0.1%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$75K
|
+$20K
|
+950
|
+37%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$55K
|
+$54.2K
|
+2,572
|
New
|
|
|
25
|
Community Bank
Dewitt,
New York
|
$13K
|
–
|
–
|
–
|
|
