|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$66.9M
|
+$14M
|
+140,418
|
+27%
|
|
|
2
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$43.3M
|
+$3.93M
|
+39,252
|
+10%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.8M
|
-$822K
|
-8,214
|
-2%
|
|
|
4
|
|
$31.4M
|
+$31.4M
|
+314,100
|
New
|
|
|
5
|
Relative Value Partners Group
|
$23.2M
|
-$11.6M
|
-116,186
|
-33%
|
|
|
6
|
Trek Financial
Scottsdale,
Arizona
|
$19.5M
|
+$19.5M
|
+194,759
|
New
|
|
|
7
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.4M
|
+$87.1K
|
+871
|
+0.8%
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$5.22M
|
-$3.78M
|
-37,795
|
-42%
|
|
|
9
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$4.87M
|
+$1.12M
|
+11,202
|
+30%
|
|
|
10
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$4.82M
|
-$244K
|
-2,440
|
-5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.59M
|
+$1.67M
|
+16,648
|
+87%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$3.49M
|
+$1.68M
|
+16,831
|
+93%
|
|
|
13
|
Flow Traders U.S.
New York
|
$3.04M
|
+$3.04M
|
+30,362
|
New
|
|
|
14
|
ACT Advisors
Asheville,
North Carolina
|
$2M
|
+$2M
|
+19,997
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
+$1.52M
|
+15,234
|
+627%
|
|
|
16
|
Certuity
North Palm Beach,
Florida
|
$1.71M
|
+$200
|
+2
|
+0%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$1.7M
|
+$105K
|
+1,045
|
+7%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.64M
|
+$250K
|
+2,500
|
+18%
|
|
|
19
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$1.44M
|
-$3.2M
|
-32,012
|
-69%
|
|
|
20
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.41M
|
+$398K
|
+3,976
|
+39%
|
|
|
21
|
Glassman Wealth Services
Vienna,
Virginia
|
$1.22M
|
+$1.22M
|
+12,160
|
New
|
|
|
22
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.04M
|
+$640K
|
+6,403
|
+161%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$1.03M
|
+$1.03M
|
+10,314
|
New
|
|
|
24
|
Zacks Investment Management
Chicago,
Illinois
|
$742K
|
+$742K
|
+7,415
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$729K
|
+$40.4K
|
+404
|
+6%
|
|
