|
1
|
WBI Investments
Red Bank,
New Jersey
|
$34.5M
|
-$8.69K
|
-424
|
-0%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$23.5M
|
+$713K
|
+34,786
|
+3%
|
|
|
3
|
|
$17.2M
|
+$9.29M
|
+453,148
|
+125%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
+$2.52M
|
+123,154
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.89M
|
+$6.05M
|
+295,240
|
+169%
|
|
|
6
|
Eastern Bank
Boston,
Massachusetts
|
$7.62M
|
+$7.42M
|
+361,740
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.8M
|
+$2.07M
|
+101,060
|
+80%
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.69M
|
+$19.5K
|
+950
|
+0.4%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.31M
|
+$190K
|
+9,249
|
+6%
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.09M
|
+$421K
|
+20,553
|
+16%
|
|
|
11
|
Vigilant Capital Management
Portland,
Maine
|
$3.04M
|
+$734K
|
+35,825
|
+33%
|
|
|
12
|
Raub Brock Capital Management
Larkspur,
California
|
$2.84M
|
+$72.8K
|
+3,550
|
+3%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$2.81M
|
-$264K
|
-12,855
|
-9%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$2.65M
|
+$156K
|
+7,603
|
+6%
|
|
|
15
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$2.44M
|
+$108K
|
+5,291
|
+5%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.04M
|
+$720K
|
+35,125
|
+57%
|
|
|
17
|
Trust Company
Manhattan,
Kansas
|
$1.54M
|
+$1.5M
|
+73,057
|
New
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$1.33M
|
+$1.3M
|
+63,393
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
+$564K
|
+27,528
|
+86%
|
|
|
20
|
IMA Advisory Services
Denver,
Colorado
|
$1.19M
|
+$49.3K
|
+2,405
|
+4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
-$61.1K
|
-2,979
|
-5%
|
|
|
22
|
Nottingham Advisors
Amherst,
New York
|
$977K
|
–
|
–
|
–
|
|
|
23
|
Community Bank
Dewitt,
New York
|
$924K
|
+$885K
|
+43,180
|
+6,169%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$820K
|
+$137K
|
+6,699
|
+21%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$820K
|
+$142K
|
+6,932
|
+22%
|
|
