|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$294M
|
-$7.85M
|
-195,235
|
-3%
|
|
|
2
|
BlackRock Advisors
Wilmington,
Delaware
|
$1.85M
|
+$1.36M
|
+33,838
|
+260%
|
|
|
3
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$464K
|
-$1.73K
|
-43
|
-0.4%
|
|
|
4
|
|
$457K
|
-$579K
|
-14,386
|
-55%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$343K
|
+$2.45K
|
+61
|
+0.7%
|
|
|
6
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$231K
|
-$3.54K
|
-88
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$100K
|
+$46.3K
|
+1,151
|
+83%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$43K
|
+$43.6K
|
+1,084
|
New
|
|
|
9
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$20K
|
-$76.5K
|
-1,901
|
-79%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$14K
|
+$11.6K
|
+288
|
+480%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9K
|
+$9.65K
|
+240
|
New
|
|
|
13
|
|
$7K
|
+$1.89K
|
+47
|
+38%
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
+$6.56K
|
+163
|
New
|
|
|
15
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$5K
|
-$5.23K
|
-130
|
-50%
|
|
|
16
|
American International Group
New York
|
$4.03K
|
+$4.1K
|
+102
|
New
|
|
|
17
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.1M
|
-28,831
|
Closed
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$17K
|
-445
|
Closed
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$14K
|
-365
|
Closed
|
|
|
21
|
Hudock Inc
Williamsport,
Pennsylvania
|
–
|
-$7.44K
|
-185
|
Closed
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3K
|
-76
|
Closed
|
|
|
23
|
Reilly Financial Advisors
La Mesa,
California
|
–
|
-$2K
|
-56
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$2K
|
-48
|
Closed
|
|
