|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$149M
|
+$40.1M
|
+1,115,348
|
+37%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.6M
|
+$679K
|
+18,863
|
+3%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$16.9M
|
+$16.8M
|
+466,154
|
New
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$12M
|
-$1.01M
|
-28,000
|
-8%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.26M
|
+$228K
|
+6,332
|
+3%
|
|
|
6
|
|
$2.5M
|
+$267K
|
+7,427
|
+12%
|
|
|
7
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.15M
|
+$1.65M
|
+45,929
|
+350%
|
|
|
8
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$2.09M
|
+$49.6K
|
+1,379
|
+2%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$1.99M
|
+$141K
|
+3,930
|
+8%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$1.52M
|
+$373K
|
+10,372
|
+33%
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.47M
|
+$1.43M
|
+39,863
|
New
|
|
|
12
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.15M
|
-$61.2K
|
-1,700
|
-5%
|
|
|
13
|
|
$1.03M
|
+$541K
|
+15,037
|
+112%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$928K
|
-$3.52M
|
-97,734
|
-79%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$928K
|
+$919K
|
+25,537
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$740K
|
+$733K
|
+20,360
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$710K
|
+$703K
|
+19,544
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$695K
|
+$49K
|
+1,360
|
+8%
|
|
|
19
|
|
$660K
|
+$145K
|
+4,040
|
+29%
|
|
|
20
|
Sutton Wealth Advisors
Tampa,
Florida
|
$559K
|
-$24.1K
|
-670
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$556K
|
+$71.3K
|
+1,982
|
+15%
|
|
|
22
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$543K
|
+$49.7K
|
+1,381
|
+10%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$528K
|
+$147K
|
+4,094
|
+39%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$513K
|
+$145K
|
+4,031
|
+40%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$474K
|
-$564K
|
-15,677
|
-55%
|
|
