|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$16.9M
|
+$17.6M
|
+843,395
|
New
|
|
|
2
|
|
$10.2M
|
+$10.6M
|
+509,642
|
New
|
|
|
3
|
IndexIQ Advisors
New York
|
$8.51M
|
+$8.83M
|
+424,269
|
New
|
|
|
4
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$6.92M
|
+$7.19M
|
+345,344
|
New
|
|
|
5
|
|
$5.85M
|
+$6.07M
|
+291,755
|
New
|
|
|
6
|
Integrated Wealth Counsel
Carmel,
California
|
$5.73M
|
+$5.95M
|
+285,680
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.91M
|
+$4.06M
|
+194,877
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.89M
|
+$3M
|
+144,341
|
New
|
|
|
9
|
3D Asset Management
Hartford,
Connecticut
|
$2.21M
|
+$2.29M
|
+110,186
|
New
|
|
|
10
|
Mosaic Financial Partners
San Francisco,
California
|
$1.73M
|
+$1.8M
|
+86,298
|
New
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.49M
|
+$1.55M
|
+74,346
|
New
|
|
|
12
|
|
$1.39M
|
+$1.44M
|
+69,251
|
New
|
|
|
13
|
Main Management
San Francisco,
California
|
$1.28M
|
+$1.33M
|
+64,033
|
New
|
|
|
14
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$1.25M
|
+$1.3M
|
+62,389
|
New
|
|
|
15
|
|
$1.24M
|
+$1.29M
|
+61,776
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.04M
|
+$1.07M
|
+51,574
|
New
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$882K
|
+$916K
|
+44,012
|
New
|
|
|
18
|
|
$863K
|
+$896K
|
+43,057
|
New
|
|
|
19
|
|
$672K
|
+$698K
|
+33,514
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$642K
|
+$667K
|
+32,017
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$636K
|
+$660K
|
+31,715
|
New
|
|
|
22
|
Verition Fund Management
Greenwich,
Connecticut
|
$568K
|
+$589K
|
+28,313
|
New
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$472K
|
+$490K
|
+23,544
|
New
|
|
|
24
|
Evercore Wealth Management
New York
|
$460K
|
+$478K
|
+22,949
|
New
|
|
|
25
|
Oppenheimer & Co
New York
|
$396K
|
+$411K
|
+19,751
|
New
|
|
