|
1
|
SVB Wealth
Boston,
Massachusetts
|
$744M
|
-$40.8M
|
-407,851
|
-5%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32M
|
+$32M
|
+320,029
|
New
|
|
|
3
|
|
$17M
|
-$2.24M
|
-22,360
|
-12%
|
|
|
4
|
Oppenheimer Asset Management
New York
|
$10.6M
|
+$1.29M
|
+12,880
|
+14%
|
|
|
5
|
CIBC World Market
Toronto,
Ontario, Canada
|
$7.83M
|
+$7.83M
|
+78,261
|
New
|
|
|
6
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$5.75M
|
-$148K
|
-1,475
|
-3%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$5.1M
|
+$1.36M
|
+13,581
|
+36%
|
|
|
8
|
Flow Traders U.S.
New York
|
$4.64M
|
+$4.65M
|
+46,444
|
New
|
|
|
9
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.1M
|
+$625K
|
+6,250
|
+132%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.08M
|
+$1.08M
|
+10,790
|
New
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$903K
|
-$18K
|
-180
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$750K
|
+$300K
|
+3,000
|
+67%
|
|
|
13
|
Eudaimonia Partners
Winchester,
Tennessee
|
$737K
|
+$737K
|
+7,370
|
New
|
|
|
14
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$735K
|
+$735K
|
+7,348
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$646K
|
+$638K
|
+6,378
|
+7,973%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$602K
|
+$602K
|
+6,018
|
New
|
|
|
17
|
Certuity
North Palm Beach,
Florida
|
$590K
|
+$590K
|
+5,895
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$498K
|
-$1.58M
|
-15,755
|
-76%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$485K
|
+$485K
|
+4,850
|
New
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
–
|
-$48.1M
|
-480,465
|
Closed
|
|
