|
1
|
Brown Advisory
Baltimore,
Maryland
|
$485M
|
-$7.73M
|
-294,679
|
-2%
|
|
|
2
|
Advisor OS
Chicago,
Illinois
|
$32.7M
|
-$1.36M
|
-51,920
|
-4%
|
|
|
3
|
MJP Associates
Farmington,
Connecticut
|
$32.7M
|
-$696K
|
-26,528
|
-2%
|
|
|
4
|
Quantinno Capital Management
New York
|
$7.09M
|
+$7.19M
|
+273,988
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.15M
|
+$4.21M
|
+160,370
|
New
|
|
|
6
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.97M
|
+$1.99M
|
+76,026
|
New
|
|
|
7
|
Tred Avon Family Wealth
Easton,
Maryland
|
$1.7M
|
+$1.72M
|
+65,748
|
New
|
|
|
8
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.57M
|
+$1.59M
|
+60,614
|
New
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$619K
|
+$628K
|
+23,946
|
New
|
|
|
10
|
Frontier Asset Management
Sheridan,
Wyoming
|
$442K
|
+$448K
|
+17,097
|
New
|
|
|
11
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$255K
|
+$266K
|
+10,126
|
New
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$240K
|
+$244K
|
+9,287
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
+$33.9K
|
+1,293
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10.1K
|
-382
|
Closed
|
|
