|
1
|
|
$18.3M
|
+$10.1M
|
+432,434
|
+104%
|
|
|
2
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$13.1M
|
+$96.2K
|
+4,104
|
+0.7%
|
|
|
3
|
Morningstar Investment Management
Chicago,
Illinois
|
$8.15M
|
–
|
–
|
–
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$6.65M
|
-$96.2K
|
-4,101
|
-1%
|
|
|
5
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$5.8M
|
+$2.49K
|
+106
|
+0%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.64M
|
-$503K
|
-21,461
|
-9%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.31M
|
+$4.72M
|
+201,500
|
New
|
|
|
8
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.9M
|
+$674K
|
+28,746
|
+27%
|
|
|
9
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.71M
|
+$145K
|
+6,171
|
+5%
|
|
|
10
|
|
$2.53M
|
+$274K
|
+11,683
|
+11%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.48M
|
+$930K
|
+39,660
|
+52%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$2.4M
|
+$2.63M
|
+112,130
|
New
|
|
|
13
|
Accordant Advisory Group
Annapolis,
Maryland
|
$2.38M
|
-$4.63M
|
-197,654
|
-64%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.15M
|
+$146K
|
+6,247
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.96M
|
+$33.2K
|
+1,417
|
+2%
|
|
|
16
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.87M
|
+$234K
|
+10,000
|
+13%
|
|
|
17
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.77M
|
-$2.58K
|
-110
|
-0.1%
|
|
|
18
|
|
$1.72M
|
+$1.89M
|
+80,453
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.52M
|
+$1.46M
|
+62,364
|
+709%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.41M
|
+$117K
|
+5,008
|
+8%
|
|
|
21
|
|
$893K
|
–
|
–
|
–
|
|
|
22
|
ES4 LLC
Newport Beach,
California
|
$891K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$718K
|
+$787K
|
+33,558
|
New
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$678K
|
+$939K
|
+40,049
|
New
|
|
|
25
|
Innealta Capital
Austin,
Texas
|
$527K
|
–
|
–
|
–
|
|
