|
1
|
Brown Advisory
Baltimore,
Maryland
|
$387M
|
-$40.7M
|
-1,683,316
|
-9%
|
|
|
2
|
Quantinno Capital Management
New York
|
$7.18M
|
+$1.01M
|
+41,932
|
+15%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.79M
|
+$2.28M
|
+94,383
|
+59%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$4.52M
|
+$4.81M
|
+198,958
|
New
|
|
|
5
|
North Berkeley Wealth Management
Berkeley,
California
|
$3.69M
|
+$2.09M
|
+86,479
|
+114%
|
|
|
6
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.89M
|
+$1.61M
|
+66,704
|
+110%
|
|
|
7
|
Tred Avon Family Wealth
Easton,
Maryland
|
$1.38M
|
-$119K
|
-4,915
|
-7%
|
|
|
8
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.06M
|
+$903K
|
+37,397
|
+403%
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$953K
|
+$1.01M
|
+41,935
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$361K
|
+$384K
|
+15,895
|
New
|
|
|
11
|
Frontier Asset Management
Sheridan,
Wyoming
|
$272K
|
-$123K
|
-5,107
|
-30%
|
|
|
12
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$237K
|
–
|
–
|
–
|
|
|
13
|
|
$143K
|
+$157K
|
+6,500
|
New
|
|
|
14
|
|
$107K
|
+$114K
|
+4,708
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
–
|
–
|
–
|
|
|
16
|
Advisor OS
Chicago,
Illinois
|
–
|
-$32.7M
|
-1,265,863
|
Closed
|
|
|
17
|
MJP Associates
Farmington,
Connecticut
|
–
|
-$32.7M
|
-1,265,863
|
Closed
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$619K
|
-23,946
|
Closed
|
|
