|
1
|
WBI Investments
Red Bank,
New Jersey
|
$36.2M
|
-$32.3M
|
-1,537,750
|
-47%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14.1M
|
+$4.39M
|
+209,268
|
+44%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
+$1.9M
|
+90,549
|
+23%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$9.98M
|
-$405K
|
-19,329
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.81M
|
+$7.94M
|
+378,362
|
New
|
|
|
6
|
|
$7.59M
|
+$297K
|
+14,163
|
+4%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.39M
|
-$735K
|
-35,049
|
-12%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$4.7M
|
+$4.77M
|
+227,417
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.93M
|
+$2.09M
|
+99,416
|
+233%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.75M
|
+$131K
|
+6,256
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
+$227K
|
+10,824
|
+9%
|
|
|
12
|
Raub Brock Capital Management
Larkspur,
California
|
$2.59M
|
+$705K
|
+33,615
|
+37%
|
|
|
13
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.77M
|
+$991K
|
+47,228
|
+122%
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$1.05M
|
+$240K
|
+11,443
|
+29%
|
|
|
15
|
Nottingham Advisors
Amherst,
New York
|
$979K
|
+$290K
|
+13,825
|
+41%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$791K
|
+$56.1K
|
+2,674
|
+8%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$574K
|
+$583K
|
+27,791
|
New
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$527K
|
+$535K
|
+25,525
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$516K
|
+$524K
|
+25,000
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$471K
|
-$42.5K
|
-2,028
|
-8%
|
|
|
21
|
Bluefin Capital Management
New York
|
$346K
|
-$2.12M
|
-101,021
|
-86%
|
|
|
22
|
FCG Advisors
Chatham,
New Jersey
|
$273K
|
-$25.5K
|
-1,216
|
-8%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$212K
|
+$215K
|
+10,265
|
New
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$206K
|
+$209K
|
+9,952
|
New
|
|
|
25
|
Lehman Financial Resources
Media,
Pennsylvania
|
$99K
|
–
|
–
|
–
|
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