|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$14.9M
|
-$253K
|
-12,810
|
-2%
|
|
|
2
|
|
$10.7M
|
+$3.59M
|
+181,753
|
+52%
|
|
|
3
|
IndexIQ Advisors
New York
|
$7.31M
|
-$4.76M
|
-240,596
|
-40%
|
|
|
4
|
Integrated Wealth Counsel
Carmel,
California
|
$3.43M
|
-$904K
|
-45,680
|
-21%
|
|
|
5
|
|
$3.28M
|
+$1.04M
|
+52,591
|
+48%
|
|
|
6
|
|
$3.19M
|
+$1.92M
|
+97,108
|
+159%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.99M
|
-$48.4K
|
-2,446
|
-2%
|
|
|
8
|
3D Asset Management
Hartford,
Connecticut
|
$1.62M
|
-$161K
|
-8,160
|
-9%
|
|
|
9
|
Courage Miller Partners
Norfolk,
Virginia
|
$814K
|
-$11.3K
|
-569
|
-1%
|
|
|
10
|
Partnervest Advisory Services
Santa Barbara,
California
|
$770K
|
+$332K
|
+16,788
|
+79%
|
|
|
11
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$750K
|
+$279K
|
+14,119
|
+61%
|
|
|
12
|
Verition Fund Management
Greenwich,
Connecticut
|
$743K
|
+$728K
|
+36,807
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$724K
|
-$859K
|
-43,434
|
-55%
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
$618K
|
+$35.4K
|
+1,792
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$588K
|
-$11.5K
|
-582
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$522K
|
-$49.5K
|
-2,505
|
-9%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$518K
|
-$392K
|
-19,829
|
-44%
|
|
|
18
|
|
$452K
|
-$1.42M
|
-71,847
|
-76%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$427K
|
–
|
–
|
–
|
|
|
20
|
Oppenheimer & Co
New York
|
$402K
|
-$8.01K
|
-405
|
-2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$309K
|
+$18.1K
|
+914
|
+6%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$218K
|
–
|
–
|
–
|
|
|
23
|
BBVA USA Bancshares
Houston,
Texas
|
$201K
|
+$197K
|
+9,961
|
New
|
|
|
24
|
BlackRock Institutional Trust
San Francisco,
California
|
$196K
|
+$129K
|
+6,519
|
+204%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$66K
|
–
|
–
|
–
|
|
