|
1
|
SVB Wealth
Boston,
Massachusetts
|
$464M
|
-$47.2M
|
-472,029
|
-9%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$52.9M
|
+$52.9M
|
+528,852
|
New
|
|
|
3
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$39.4M
|
+$28.3M
|
+283,237
|
+257%
|
|
|
4
|
Relative Value Partners Group
|
$34.8M
|
+$488K
|
+4,883
|
+1%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$33.6M
|
+$289K
|
+2,885
|
+0.9%
|
|
|
6
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.4M
|
+$242K
|
+2,419
|
+2%
|
|
|
7
|
Oppenheimer Asset Management
New York
|
$9M
|
-$2.47M
|
-24,692
|
-22%
|
|
|
8
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$5.06M
|
+$19.2K
|
+192
|
+0.4%
|
|
|
9
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$5M
|
+$5M
|
+50,000
|
New
|
|
|
10
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$4.64M
|
+$193K
|
+1,932
|
+4%
|
|
|
11
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.75M
|
+$783K
|
+7,831
|
+26%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.92M
|
+$52.7K
|
+527
|
+3%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.81M
|
+$1.35M
|
+13,496
|
+296%
|
|
|
14
|
Certuity
North Palm Beach,
Florida
|
$1.71M
|
+$1.12M
|
+11,169
|
+189%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$1.59M
|
+$1.59M
|
+15,937
|
New
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.39M
|
+$250K
|
+2,500
|
+22%
|
|
|
17
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.01M
|
+$4.8K
|
+48
|
+0.5%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$992K
|
-$2.57M
|
-25,717
|
-72%
|
|
|
19
|
Eudaimonia Partners
Winchester,
Tennessee
|
$752K
|
–
|
–
|
–
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$688K
|
+$688K
|
+6,883
|
New
|
|
|
21
|
Transcend Capital Advisors
Madison,
New Jersey
|
$687K
|
+$687K
|
+6,864
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$646K
|
-$55K
|
-550
|
-8%
|
|
|
23
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$451K
|
+$451K
|
+4,505
|
New
|
|
|
24
|
Matisse Capital
Portland,
Oregon
|
$440K
|
+$440K
|
+4,400
|
New
|
|
|
25
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$398K
|
+$398K
|
+3,979
|
New
|
|
