|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$149M
|
-$2.03M
|
-55,131
|
-1%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21.7M
|
-$1.32M
|
-35,762
|
-6%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$21.4M
|
+$4.2M
|
+113,869
|
+24%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$14.4M
|
+$14.4M
|
+390,300
|
New
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$12.2M
|
–
|
–
|
–
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.55M
|
-$824K
|
-22,325
|
-11%
|
|
|
7
|
|
$3.19M
|
+$657K
|
+17,799
|
+26%
|
|
|
8
|
Bank of New York Mellon
New York
|
$3.17M
|
+$2.41M
|
+65,389
|
+321%
|
|
|
9
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.07M
|
+$890K
|
+24,130
|
+41%
|
|
|
10
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.85M
|
+$1.43M
|
+38,830
|
+97%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.56M
|
+$1.83M
|
+49,733
|
+254%
|
|
|
12
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.51M
|
+$2.51M
|
+68,000
|
New
|
|
|
13
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$2.23M
|
+$101K
|
+2,724
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.94M
|
+$1.23M
|
+33,445
|
+175%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$1.88M
|
-$145K
|
-3,918
|
-7%
|
|
|
16
|
Well Done LLC
Holland,
Michigan
|
$1.56M
|
+$17.1K
|
+463
|
+1%
|
|
|
17
|
Quest Investment Management
Lake Oswego,
Oregon
|
$1.32M
|
+$1.32M
|
+35,875
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$728K
|
+19,734
|
+140%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.03M
|
+$709K
|
+19,214
|
+220%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$888K
|
-$54.3K
|
-1,473
|
-6%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$715K
|
+$150K
|
+4,068
|
+27%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$695K
|
+$344K
|
+9,312
|
+98%
|
|
|
23
|
|
$671K
|
–
|
–
|
–
|
|
|
24
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$647K
|
+$647K
|
+17,529
|
New
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$641K
|
+$158K
|
+4,286
|
+33%
|
|
