|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$138M
|
-$2.09M
|
-41,665
|
-1%
|
|
|
2
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$48.2M
|
+$48.2M
|
+959,170
|
New
|
|
|
3
|
TD Capital Management
Memphis,
Tennessee
|
$45M
|
+$37.9M
|
+754,931
|
+538%
|
|
|
4
|
Astor Investment Management
Chicago,
Illinois
|
$25.6M
|
+$25.6M
|
+508,605
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$6.61M
|
+131,467
|
+36%
|
|
|
6
|
|
$19.9M
|
+$1.58M
|
+31,458
|
+9%
|
|
|
7
|
|
$18.2M
|
+$6.46M
|
+128,556
|
+55%
|
|
|
8
|
New York Life Investment Management
New York
|
$9.18M
|
+$9.18M
|
+182,646
|
New
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$7.98M
|
+$3.82M
|
+99,502
|
+92%
|
|
|
10
|
Coyle Financial Counsel
Glenview,
Illinois
|
$7.68M
|
+$847K
|
+16,857
|
+12%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.91M
|
-$112K
|
-2,229
|
-2%
|
|
|
12
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$5.57M
|
+$1.61M
|
+31,998
|
+41%
|
|
|
13
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$5.08M
|
–
|
–
|
–
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.93M
|
-$20.2K
|
-402
|
-0.4%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.82M
|
+$2.85M
|
+56,775
|
+145%
|
|
|
16
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$4.08M
|
+$4.08M
|
+81,195
|
New
|
|
|
17
|
Strategic Capital Group
Gig Harbor,
Washington
|
$3.3M
|
+$3.3M
|
+65,631
|
New
|
|
|
18
|
Monroe Bank & Trust
Monroe,
Michigan
|
$2.98M
|
+$790K
|
+15,720
|
+36%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.69M
|
+$77.9K
|
+1,550
|
+3%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$2.37M
|
+$1.96M
|
+39,011
|
+478%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.31M
|
+$166K
|
+3,310
|
+8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.07M
|
-$128K
|
-2,540
|
-6%
|
|
|
23
|
Placemark Investments
Chicago,
Illinois
|
$2.02M
|
+$59.8K
|
+1,190
|
+3%
|
|
|
24
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$1.65M
|
+$1.08M
|
+21,402
|
+187%
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$1.47M
|
+$1.47M
|
+29,315
|
New
|
|
