|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$15.1M
|
-$81.5K
|
-4,030
|
-0.5%
|
|
|
2
|
IndexIQ Advisors
New York
|
$12.1M
|
+$2.07M
|
+102,214
|
+20%
|
|
|
3
|
|
$7.02M
|
-$64.1K
|
-3,171
|
-0.9%
|
|
|
4
|
Integrated Wealth Counsel
Carmel,
California
|
$4.33M
|
-$349K
|
-17,230
|
-7%
|
|
|
5
|
|
$2.21M
|
-$95K
|
-4,697
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.03M
|
-$660K
|
-32,645
|
-24%
|
|
|
7
|
|
$1.89M
|
+$1.53M
|
+75,683
|
+407%
|
|
|
8
|
3D Asset Management
Hartford,
Connecticut
|
$1.77M
|
-$52.4K
|
-2,588
|
-3%
|
|
|
9
|
|
$1.59M
|
-$2.07M
|
-102,313
|
-56%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.59M
|
+$1.6M
|
+79,289
|
New
|
|
|
11
|
|
$1.22M
|
-$56.6K
|
-2,800
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$913K
|
+$37.7K
|
+1,866
|
+4%
|
|
|
13
|
Courage Miller Partners
Norfolk,
Virginia
|
$820K
|
-$62.9K
|
-3,111
|
-7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$596K
|
+$118K
|
+5,820
|
+24%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$577K
|
-$238K
|
-11,784
|
-29%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$569K
|
-$23.8K
|
-1,175
|
-4%
|
|
|
17
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$463K
|
+$467K
|
+23,063
|
New
|
|
|
18
|
Partnervest Advisory Services
Santa Barbara,
California
|
$428K
|
-$1.08M
|
-53,208
|
-71%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$425K
|
-$47.8K
|
-2,363
|
-10%
|
|
|
20
|
Oppenheimer & Co
New York
|
$407K
|
-$17.5K
|
-865
|
-4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$289K
|
-$28.4K
|
-1,404
|
-9%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$217K
|
+$219K
|
+10,820
|
New
|
|
|
23
|
Evercore Wealth Management
New York
|
$80K
|
-$258K
|
-12,749
|
-76%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$66K
|
–
|
–
|
–
|
|
|
25
|
BlackRock Institutional Trust
San Francisco,
California
|
$64K
|
-$89K
|
-4,400
|
-58%
|
|
