|
1
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$12.1M
|
+$1.02M
|
+52,418
|
+9%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$5.93M
|
-$68K
|
-3,504
|
-1%
|
|
|
3
|
Accordant Advisory Group
Annapolis,
Maryland
|
$5.37M
|
-$31.8K
|
-1,637
|
-0.6%
|
|
|
4
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$4.93M
|
-$61.7K
|
-3,178
|
-1%
|
|
|
5
|
Morningstar Investment Management
Chicago,
Illinois
|
$4.56M
|
-$504K
|
-25,988
|
-10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
+$2.26M
|
+116,390
|
+884%
|
|
|
7
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.27M
|
+$35K
|
+1,802
|
+2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.77M
|
+$1.37M
|
+70,432
|
+311%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
+$52K
|
+2,677
|
+3%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.69M
|
+$1.73M
|
+88,888
|
New
|
|
|
11
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.66M
|
+$291
|
+15
|
+0%
|
|
|
12
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.5M
|
+$318K
|
+16,400
|
+26%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.17M
|
-$24.2K
|
-1,248
|
-2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
+$1.05M
|
+54,319
|
+1,305%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$844K
|
-$2.83M
|
-145,759
|
-77%
|
|
|
16
|
|
$794K
|
–
|
–
|
–
|
|
|
17
|
|
$764K
|
-$99.8K
|
-5,142
|
-11%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$717K
|
-$63.2K
|
-3,258
|
-8%
|
|
|
19
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$474K
|
+$8.15K
|
+420
|
+2%
|
|
|
20
|
Innealta Capital
Austin,
Texas
|
$463K
|
–
|
–
|
–
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$335K
|
-$9.59K
|
-494
|
-3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$309K
|
-$523K
|
-26,940
|
-62%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$283K
|
-$128K
|
-6,595
|
-31%
|
|
|
24
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$264K
|
-$971
|
-50
|
-0.4%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$241K
|
–
|
–
|
–
|
|
