|
1
|
WBI Investments
Red Bank,
New Jersey
|
$33.3M
|
-$3.21M
|
-156,152
|
-9%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$21.9M
|
+$1.24M
|
+60,323
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$866K
|
-42,100
|
-7%
|
|
|
4
|
|
$7.38M
|
+$1.06M
|
+51,593
|
+17%
|
|
|
5
|
Argentus Capital Management
Dallas,
Texas
|
$6.66M
|
+$5.27M
|
+256,539
|
+358%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.5M
|
-$381K
|
-18,514
|
-8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.54M
|
+$2.88M
|
+139,933
|
+402%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$3M
|
+$149K
|
+7,250
|
+5%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$2.97M
|
-$8.18M
|
-397,722
|
-73%
|
|
|
10
|
Raub Brock Capital Management
Larkspur,
California
|
$2.66M
|
+$36.5K
|
+1,773
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.58M
|
+$534K
|
+25,963
|
+26%
|
|
|
12
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.56M
|
+$1.05M
|
+51,062
|
+68%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$2.4M
|
+$2.43M
|
+118,127
|
New
|
|
|
14
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$2.25M
|
+$2.28M
|
+110,705
|
New
|
|
|
15
|
Vigilant Capital Management
Portland,
Maine
|
$2.2M
|
+$1.01M
|
+48,952
|
+82%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.26M
|
+$597K
|
+29,030
|
+88%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
+$233K
|
+11,318
|
+26%
|
|
|
18
|
IMA Advisory Services
Denver,
Colorado
|
$1.07M
|
+$40.4K
|
+1,965
|
+4%
|
|
|
19
|
Nottingham Advisors
Amherst,
New York
|
$977K
|
+$66.8K
|
+3,249
|
+7%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$969K
|
+$602K
|
+29,257
|
+158%
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$802K
|
+$24.8K
|
+1,204
|
+3%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$655K
|
+$93K
|
+4,525
|
+16%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$653K
|
+$658K
|
+32,026
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$648K
|
+$250K
|
+12,182
|
+62%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$547K
|
+$37K
|
+1,799
|
+7%
|
|
