|
1
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$5.1M
|
-$77.2K
|
-1,279
|
-2%
|
|
|
2
|
Brown Advisory
Baltimore,
Maryland
|
$1.55M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.19M
|
-$76.3K
|
-1,265
|
-6%
|
|
|
4
|
|
$955K
|
+$1.09K
|
+18
|
+0.1%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$625K
|
+$215K
|
+3,566
|
+55%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$463K
|
–
|
–
|
–
|
|
|
7
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$442K
|
–
|
–
|
–
|
|
|
8
|
NWAM LLC
Mercer Island,
Washington
|
$416K
|
+$385K
|
+6,386
|
New
|
|
|
9
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$395K
|
+$385K
|
+6,377
|
New
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$389K
|
+$362K
|
+6,000
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$367K
|
+$21.2K
|
+351
|
+6%
|
|
|
12
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$336K
|
-$72.3K
|
-1,198
|
-18%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$265K
|
+$24.6K
|
+407
|
+11%
|
|
|
14
|
Family Management
New York
|
$258K
|
–
|
–
|
–
|
|
|
15
|
SOL Capital Management
Rockville,
Maryland
|
$203K
|
+$198K
|
+3,275
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137K
|
+$6.21K
|
+103
|
+5%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78K
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$73.6K
|
+$71.8K
|
+1,191
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$30.9K
|
–
|
–
|
–
|
|
|
20
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$30.9K
|
+$30.2K
|
+500
|
New
|
|
|
21
|
Rothschild Investment LLC
Chicago,
Illinois
|
$24.7K
|
–
|
–
|
–
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$22.3K
|
–
|
–
|
–
|
|
|
24
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$18.6K
|
–
|
–
|
–
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$14.9K
|
–
|
–
|
–
|
|
