|
1
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$9.8M
|
+$9.3M
|
+545,787
|
New
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$5.68M
|
-$7.16K
|
-420
|
-0.1%
|
|
|
3
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$4.72M
|
-$11.9K
|
-698
|
-0.3%
|
|
|
4
|
Accordant Advisory Group
Annapolis,
Maryland
|
$3.94M
|
+$3.73M
|
+218,723
|
+36,454%
|
|
|
5
|
Winnow Wealth
Waco,
Texas
|
$3.94M
|
+$3.74M
|
+219,323
|
New
|
|
|
6
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$2.91M
|
+$165K
|
+9,700
|
+6%
|
|
|
7
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$2.84M
|
–
|
–
|
–
|
|
|
8
|
Empowered Funds
Havertown,
Pennsylvania
|
$2.47M
|
-$846K
|
-49,667
|
-27%
|
|
|
9
|
|
$2.42M
|
+$2.29M
|
+134,504
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.9M
|
+$852K
|
+50,000
|
+90%
|
|
|
11
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.63M
|
+$319K
|
+18,749
|
+26%
|
|
|
12
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.62M
|
+$1.54M
|
+90,206
|
New
|
|
|
13
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.51M
|
-$10.1K
|
-594
|
-0.7%
|
|
|
14
|
|
$1.48M
|
–
|
–
|
–
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.14M
|
-$15.6K
|
-914
|
-1%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$971K
|
-$1.02M
|
-59,700
|
-52%
|
|
|
17
|
|
$872K
|
+$827K
|
+48,527
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$773K
|
+$492K
|
+28,855
|
+203%
|
|
|
19
|
Flow Traders U.S.
New York
|
$705K
|
+$669K
|
+39,281
|
New
|
|
|
20
|
|
$600K
|
-$32.5K
|
-1,909
|
-5%
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$532K
|
-$73.4K
|
-4,310
|
-13%
|
|
|
22
|
Innealta Capital
Austin,
Texas
|
$480K
|
-$60.5K
|
-3,553
|
-12%
|
|
|
23
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$435K
|
+$28.4K
|
+1,668
|
+7%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$352K
|
+$158K
|
+9,296
|
+90%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$346K
|
+$25.5K
|
+1,497
|
+8%
|
|
