|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$60.1M
|
-$167M
|
-5,029,531
|
-74%
|
|
|
2
|
Strid Group
Newtown Square,
Pennsylvania
|
$39.2M
|
+$1.23M
|
+37,273
|
+3%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.5M
|
+$901K
|
+27,202
|
+5%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$18.5M
|
+$12.5M
|
+376,594
|
+251%
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$8.57M
|
+$8.28M
|
+250,000
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$7.36M
|
+$7.11M
|
+214,783
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.6M
|
-$542K
|
-16,372
|
-11%
|
|
|
8
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.67M
|
+$1.62M
|
+48,779
|
New
|
|
|
9
|
|
$1.35M
|
+$1.3M
|
+39,287
|
New
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$1.28M
|
-$938K
|
-28,335
|
-43%
|
|
|
11
|
|
$1.25M
|
-$379K
|
-11,458
|
-24%
|
|
|
12
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.07M
|
-$24.8K
|
-750
|
-2%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$1.03M
|
-$28.4K
|
-857
|
-3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$820K
|
-$148K
|
-4,458
|
-16%
|
|
|
15
|
BlackRock Advisors
Wilmington,
Delaware
|
$815K
|
+$54.5K
|
+1,646
|
+7%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$660K
|
–
|
–
|
–
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$514K
|
+$497K
|
+15,015
|
New
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$489K
|
-$121K
|
-3,654
|
-20%
|
|
|
19
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$465K
|
+$97K
|
+2,930
|
+28%
|
|
|
20
|
Sutton Wealth Advisors
Tampa,
Florida
|
$454K
|
+$39.4K
|
+1,191
|
+10%
|
|
|
21
|
|
$453K
|
+$53K
|
+1,600
|
+14%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$390K
|
+$7.45K
|
+225
|
+2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$348K
|
-$71.7K
|
-2,165
|
-18%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$321K
|
+$49.3K
|
+1,489
|
+19%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$308K
|
+$297K
|
+8,974
|
New
|
|
