|
1
|
SVB Wealth
Boston,
Massachusetts
|
$511M
|
-$53.3M
|
-532,674
|
-9%
|
|
|
2
|
|
$56.5M
|
+$54.8M
|
+547,600
|
+3,102%
|
|
|
3
|
Relative Value Partners Group
|
$34.3M
|
+$7.48M
|
+74,757
|
+28%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$33.4M
|
-$4.7M
|
-47,010
|
-12%
|
|
|
5
|
Oppenheimer Asset Management
New York
|
$11.5M
|
+$621K
|
+6,213
|
+6%
|
|
|
6
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$11M
|
+$11M
|
+110,229
|
New
|
|
|
7
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.1M
|
+$229K
|
+2,291
|
+2%
|
|
|
8
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$5.04M
|
-$76.2K
|
-762
|
-1%
|
|
|
9
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$4.45M
|
+$4.45M
|
+44,458
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.56M
|
+$2.69M
|
+26,886
|
+307%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$3.09M
|
+$3.09M
|
+30,855
|
New
|
|
|
12
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.96M
|
+$1.23M
|
+12,324
|
+71%
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$2.4M
|
+$2.4M
|
+24,001
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.87M
|
-$4.42M
|
-44,170
|
-70%
|
|
|
15
|
Flow Traders U.S.
New York
|
$1.61M
|
-$2.53M
|
-25,263
|
-61%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.16M
|
+$802K
|
+8,022
|
+226%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.14M
|
+$1.14M
|
+11,397
|
New
|
|
|
18
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1M
|
+$637K
|
+6,372
|
+173%
|
|
|
19
|
Eudaimonia Partners
Winchester,
Tennessee
|
$752K
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$701K
|
+$101K
|
+1,006
|
+17%
|
|
|
21
|
Certuity
North Palm Beach,
Florida
|
$590K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$457K
|
-$6.65M
|
-66,508
|
-94%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$295K
|
-$235K
|
-2,350
|
-44%
|
|
|
24
|
First National Bank of South Miami
South Miami,
Florida
|
$246K
|
+$246K
|
+2,460
|
New
|
|
|
25
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$233K
|
+$233K
|
+2,328
|
New
|
|
