|
201
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$15.1M
|
+$6.44M
|
+39,951
|
+80%
|
|
|
202
|
360 Financial
Wayzata,
Minnesota
|
$15M
|
-$357K
|
-2,216
|
-2%
|
|
|
203
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$14.9M
|
+$8.69M
|
+53,849
|
+62%
|
|
|
204
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$14.9M
|
-$11.9M
|
-74,025
|
-46%
|
|
|
205
|
SVB Wealth
Boston,
Massachusetts
|
$14.9M
|
+$8.05M
|
+49,921
|
+128%
|
|
|
206
|
Creative Planning
Overland Park,
Kansas
|
$14.8M
|
+$2.1M
|
+13,028
|
+17%
|
|
|
207
|
Millennium Management
New York
|
$14.6M
|
+$343K
|
+2,126
|
+3%
|
|
|
208
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$14.5M
|
+$7.12M
|
+44,171
|
+104%
|
|
|
209
|
Requisite Capital Management
Dallas,
Texas
|
$14.5M
|
+$400K
|
+2,483
|
+3%
|
|
|
210
|
American Asset Management
Boca Raton,
Florida
|
$14.3M
|
+$363K
|
+2,250
|
+3%
|
|
|
211
|
NexWave Capital Partners
New York
|
$14.2M
|
–
|
–
|
–
|
|
|
212
|
Levin Capital Strategies
New York
|
$14.2M
|
+$5.8M
|
+35,976
|
+74%
|
|
|
213
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$14.2M
|
+$5.15M
|
+31,935
|
+60%
|
|
|
214
|
Financial Advantage
Columbia,
Maryland
|
$14.1M
|
-$95.6K
|
-593
|
-0.7%
|
|
|
215
|
Guggenheim Capital
Chicago,
Illinois
|
$14M
|
+$327K
|
+2,029
|
+2%
|
|
|
216
|
Gilder Gagnon Howe & Co
New York
|
$14M
|
+$13.5M
|
+83,596
|
New
|
|
|
217
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14M
|
+$12.4M
|
+76,899
|
+1,192%
|
|
|
218
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$13.8M
|
-$776K
|
-4,813
|
-6%
|
|
|
219
|
Sandler Capital Management
New York
|
$13.8M
|
+$13.3M
|
+82,500
|
New
|
|
|
220
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.8M
|
+$402K
|
+2,490
|
+3%
|
|
|
221
|
S&CO Inc
Boston,
Massachusetts
|
$13.5M
|
+$7.54M
|
+46,760
|
+138%
|
|
|
222
|
SCS Capital Management
Boston,
Massachusetts
|
$13.3M
|
+$1.02M
|
+6,341
|
+9%
|
|
|
223
|
Fidelity Investments
Boston,
Massachusetts
|
$13.2M
|
-$433K
|
-2,685
|
-3%
|
|
|
224
|
Steward Partners Investment Advisory
New York
|
$13.2M
|
+$3.57M
|
+22,131
|
+39%
|
|
|
225
|
Avalon Investment & Advisory
Houston,
Texas
|
$13.1M
|
+$96.3K
|
+597
|
+0.8%
|
|
