|
1
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$14.6M
|
-$565K
|
-25,271
|
-4%
|
|
|
2
|
|
$9.54M
|
+$9.33M
|
+417,129
|
New
|
|
|
3
|
Morningstar Investment Management
Chicago,
Illinois
|
$8.15M
|
+$2.28M
|
+101,763
|
+43%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$7.52M
|
+$74.3K
|
+3,321
|
+1%
|
|
|
5
|
Accordant Advisory Group
Annapolis,
Maryland
|
$7.38M
|
+$610K
|
+27,256
|
+10%
|
|
|
6
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$6.46M
|
+$265K
|
+11,828
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.69M
|
+$2.43M
|
+108,477
|
+84%
|
|
|
8
|
|
$2.9M
|
+$2.72M
|
+121,436
|
New
|
|
|
9
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.88M
|
+$31.8K
|
+1,423
|
+1%
|
|
|
10
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.55M
|
+$2.39M
|
+106,651
|
New
|
|
|
11
|
|
$2.55M
|
+$1.49M
|
+66,452
|
+166%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.25M
|
+$122K
|
+5,450
|
+6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
+$25.1K
|
+1,120
|
+1%
|
|
|
14
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.98M
|
-$27.9K
|
-1,248
|
-1%
|
|
|
15
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.85M
|
-$29.1K
|
-1,300
|
-2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.82M
|
+$400K
|
+17,889
|
+31%
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.45M
|
-$11.6K
|
-520
|
-0.8%
|
|
|
18
|
|
$996K
|
–
|
–
|
–
|
|
|
19
|
ES4 LLC
Newport Beach,
California
|
$994K
|
+$661K
|
+29,524
|
+244%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$826K
|
+$754K
|
+33,713
|
+3,871%
|
|
|
21
|
Innealta Capital
Austin,
Texas
|
$588K
|
+$6.4K
|
+286
|
+1%
|
|
|
22
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$535K
|
-$55.3K
|
-2,471
|
-10%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$448K
|
+$56.2K
|
+2,513
|
+15%
|
|
|
24
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$432K
|
+$405K
|
+18,100
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$401K
|
+$375K
|
+16,775
|
New
|
|
