|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$15.2M
|
-$1.73M
|
-86,115
|
-10%
|
|
|
2
|
IndexIQ Advisors
New York
|
$10.1M
|
+$1.53M
|
+76,215
|
+18%
|
|
|
3
|
|
$7.11M
|
-$3.14M
|
-156,498
|
-31%
|
|
|
4
|
Integrated Wealth Counsel
Carmel,
California
|
$4.69M
|
-$1.06M
|
-52,605
|
-18%
|
|
|
5
|
|
$3.66M
|
-$2.21M
|
-110,019
|
-38%
|
|
|
6
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$3.31M
|
+$2.04M
|
+101,839
|
+163%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.69M
|
-$212K
|
-10,546
|
-7%
|
|
|
8
|
|
$2.31M
|
+$1.06M
|
+52,911
|
+86%
|
|
|
9
|
3D Asset Management
Hartford,
Connecticut
|
$1.83M
|
-$383K
|
-19,102
|
-17%
|
|
|
10
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.5M
|
+$4.22K
|
+210
|
+0.3%
|
|
|
11
|
Main Management
San Francisco,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
12
|
|
$1.28M
|
-$110K
|
-5,489
|
-8%
|
|
|
13
|
Courage Miller Partners
Norfolk,
Virginia
|
$886K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$879K
|
-$159K
|
-7,943
|
-15%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$817K
|
-$917K
|
-45,703
|
-53%
|
|
|
16
|
Verition Fund Management
Greenwich,
Connecticut
|
$622K
|
+$51.8K
|
+2,578
|
+9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$605K
|
-$43.5K
|
-2,168
|
-7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$480K
|
-$163K
|
-8,125
|
-25%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$474K
|
–
|
–
|
–
|
|
|
20
|
Oppenheimer & Co
New York
|
$426K
|
+$28.4K
|
+1,416
|
+7%
|
|
|
21
|
|
$374K
|
-$300K
|
-14,941
|
-45%
|
|
|
22
|
Evercore Wealth Management
New York
|
$336K
|
-$124K
|
-6,200
|
-27%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$318K
|
-$43.2K
|
-2,150
|
-12%
|
|
|
24
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$316K
|
-$6.62M
|
-329,654
|
-95%
|
|
|
25
|
John G. Ullman & Associates
Corning,
New York
|
$203K
|
-$16.1K
|
-800
|
-7%
|
|
