|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$104M
|
-$2.59M
|
-76,780
|
-3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21M
|
-$100K
|
-2,976
|
-0.5%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$12.5M
|
-$255K
|
-7,567
|
-2%
|
|
|
4
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.74M
|
+$6.52M
|
+193,371
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.29M
|
+$188K
|
+5,577
|
+5%
|
|
|
6
|
|
$2.13M
|
-$29K
|
-860
|
-1%
|
|
|
7
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.96M
|
+$27.1K
|
+803
|
+1%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$1.77M
|
–
|
–
|
–
|
|
|
9
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.16M
|
+$41.3K
|
+1,225
|
+4%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$1.1M
|
+$20.7K
|
+613
|
+2%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$1M
|
-$96.3K
|
-2,856
|
-9%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$685K
|
+$57.9K
|
+1,717
|
+9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$619K
|
-$58.7K
|
-1,741
|
-9%
|
|
|
14
|
Sutton Wealth Advisors
Tampa,
Florida
|
$559K
|
+$20.1K
|
+596
|
+4%
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
$546K
|
+$7.69K
|
+228
|
+1%
|
|
|
16
|
National Planning Corporation
El Segundo,
California
|
$538K
|
-$316K
|
-9,381
|
-38%
|
|
|
17
|
|
$492K
|
-$32.7K
|
-970
|
-6%
|
|
|
18
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$472K
|
–
|
–
|
–
|
|
|
19
|
|
$466K
|
+$231K
|
+6,864
|
+106%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$464K
|
+$27.8K
|
+824
|
+7%
|
|
|
21
|
Hancock Whitney
Gulfport,
Mississippi
|
$457K
|
+$442K
|
+13,106
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$455K
|
-$8.17M
|
-242,323
|
-95%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$363K
|
-$3.94K
|
-117
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$351K
|
+$340K
|
+10,080
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$307K
|
+$7.82K
|
+232
|
+3%
|
|
