|
1
|
Brown Advisory
Baltimore,
Maryland
|
$435M
|
-$17.9M
|
-701,026
|
-4%
|
|
|
2
|
Quantinno Capital Management
New York
|
$13.3M
|
+$4.67M
|
+183,391
|
+58%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.04M
|
+$1.19M
|
+46,888
|
+18%
|
|
|
4
|
North Berkeley Wealth Management
Berkeley,
California
|
$5.6M
|
+$1.22M
|
+47,778
|
+29%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$5.48M
|
+$174K
|
+6,841
|
+3%
|
|
|
6
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$5.11M
|
+$1.65M
|
+64,669
|
+51%
|
|
|
7
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.02M
|
+$744K
|
+29,219
|
+63%
|
|
|
8
|
Tred Avon Family Wealth
Easton,
Maryland
|
$1.6M
|
-$19.7K
|
-775
|
-1%
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$1.12M
|
–
|
–
|
–
|
|
|
10
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$471K
|
+$450K
|
+17,676
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$423K
|
–
|
–
|
–
|
|
|
12
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$264K
|
-$10K
|
-391
|
-4%
|
|
|
13
|
|
$171K
|
+$43.6K
|
+1,711
|
+36%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.34K
|
+$4.15K
|
+163
|
New
|
|
|
16
|
Frontier Asset Management
Sheridan,
Wyoming
|
–
|
-$272K
|
-11,990
|
Closed
|
|
|
17
|
|
–
|
-$143K
|
-6,500
|
Closed
|
|
