|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$438M
|
+$439M
|
+8,878,987
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$70.8M
|
+$58.6M
|
+1,185,969
|
+477%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$47.3M
|
-$7.33M
|
-148,217
|
-13%
|
|
|
4
|
|
$39.6M
|
-$43.3K
|
-875
|
-0.1%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$37.5M
|
+$37.5M
|
+759,282
|
New
|
|
|
6
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$28.2M
|
-$4.82M
|
-97,535
|
-15%
|
|
|
7
|
American Economic Planning Group
Warren,
New Jersey
|
$28.1M
|
+$28.1M
|
+568,582
|
New
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$27.5M
|
+$27.5M
|
+556,641
|
New
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27M
|
+$898K
|
+18,177
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$22.9M
|
-$1.33M
|
-26,865
|
-5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$4.85M
|
+98,072
|
+28%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$17.1M
|
+$2.99M
|
+60,538
|
+21%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$3.28M
|
+66,292
|
+35%
|
|
|
14
|
WBI Investments
Red Bank,
New Jersey
|
$12.7M
|
+$12.7M
|
+257,542
|
New
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11M
|
+$11M
|
+223,117
|
New
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$8.58M
|
+$1.59M
|
+32,204
|
+23%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$8.17M
|
+$3.22M
|
+65,154
|
+65%
|
|
|
18
|
Perella Weinberg Partners Capital Management
New York
|
$7.54M
|
-$2.32M
|
-46,842
|
-24%
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.47M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.04M
|
+$368K
|
+7,444
|
+6%
|
|
|
21
|
Brinker Capital
Berwyn,
Pennsylvania
|
$7.01M
|
+$7.02M
|
+142,117
|
New
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$6.68M
|
+$286K
|
+5,794
|
+4%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$6.46M
|
+$1.47M
|
+29,791
|
+29%
|
|
|
24
|
Citizens Business Bank
Ontario,
California
|
$6.42M
|
+$268K
|
+5,429
|
+4%
|
|
|
25
|
Northstar Investment Advisors
Denver,
Colorado
|
$6.41M
|
-$3.44M
|
-69,582
|
-48%
|
|
