|
1
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$5.09M
|
+$1.23M
|
+20,177
|
+32%
|
|
|
2
|
Brown Advisory
Baltimore,
Maryland
|
$1.53M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.24M
|
-$392K
|
-6,455
|
-24%
|
|
|
4
|
|
$936K
|
+$30.3K
|
+499
|
+3%
|
|
|
5
|
|
$455K
|
+$456K
|
+7,503
|
New
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$455K
|
–
|
–
|
–
|
|
|
7
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$434K
|
–
|
–
|
–
|
|
|
8
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$403K
|
-$215K
|
-3,541
|
-35%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$397K
|
-$436K
|
-7,169
|
-52%
|
|
|
10
|
Synovus Financial
Columbus,
Georgia
|
$385K
|
+$1.82K
|
+30
|
+0.5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$339K
|
-$22.2K
|
-366
|
-6%
|
|
|
12
|
Family Management
New York
|
$253K
|
-$253K
|
-4,171
|
-50%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$239K
|
+$15.4K
|
+254
|
+7%
|
|
|
14
|
Two Sigma Investments
New York
|
$206K
|
-$42.5K
|
-700
|
-17%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
+$17.6K
|
+290
|
+16%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$76.6K
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
$30.3K
|
+$30.4K
|
+500
|
New
|
|
|
18
|
Rothschild Investment LLC
Chicago,
Illinois
|
$24.3K
|
–
|
–
|
–
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$21.8K
|
+$21.9K
|
+360
|
New
|
|
|
21
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$18.2K
|
–
|
–
|
–
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$14.6K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
+$11.2K
|
+185
|
New
|
|
|
24
|
Anchor Investment Management
Columbia,
South Carolina
|
$7.28K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$6.8K
|
-$312K
|
-5,140
|
-98%
|
|
