|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$140M
|
-$4.92M
|
-97,991
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$8.59M
|
+171,138
|
+86%
|
|
|
3
|
|
$18.3M
|
+$3.76M
|
+74,944
|
+26%
|
|
|
4
|
|
$15.7M
|
+$15.7M
|
+313,203
|
New
|
|
|
5
|
|
$11.7M
|
+$797K
|
+15,895
|
+7%
|
|
|
6
|
TD Capital Management
Memphis,
Tennessee
|
$7.04M
|
+$5.47M
|
+108,998
|
+348%
|
|
|
7
|
Coyle Financial Counsel
Glenview,
Illinois
|
$6.82M
|
+$6.82M
|
+135,912
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.01M
|
-$10.9M
|
-218,157
|
-65%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$5.44M
|
-$24.7M
|
-492,400
|
-82%
|
|
|
10
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$5.08M
|
+$1.02M
|
+20,329
|
+25%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.95M
|
+$1.09M
|
+21,760
|
+28%
|
|
|
12
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.96M
|
+$2.57M
|
+51,165
|
+184%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.6M
|
+$7.98K
|
+159
|
+0.3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.19M
|
-$170K
|
-3,382
|
-7%
|
|
|
15
|
Monroe Bank & Trust
Monroe,
Michigan
|
$2.18M
|
+$530K
|
+10,572
|
+32%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.14M
|
+$244K
|
+4,866
|
+13%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.96M
|
+$1.96M
|
+39,135
|
New
|
|
|
18
|
Placemark Investments
Chicago,
Illinois
|
$1.95M
|
+$67.6K
|
+1,350
|
+4%
|
|
|
19
|
Virtu KCG Holdings
New York
|
$1.56M
|
-$466K
|
-9,283
|
-23%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
-$1.16M
|
-23,161
|
-51%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.11M
|
-$10.1K
|
-201
|
-0.9%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$1.02M
|
+$1.02M
|
+20,308
|
New
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$849K
|
+$849K
|
+16,928
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$842K
|
-$5.16M
|
-102,945
|
-86%
|
|
|
25
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$793K
|
+$793K
|
+15,815
|
New
|
|
