|
1
|
Colony Group
Boston,
Massachusetts
|
$14.7M
|
-$356K
|
-4,000
|
-2%
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$14.4M
|
+$9.72M
|
+109,120
|
+198%
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$5.24M
|
–
|
–
|
–
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$3.03M
|
+$213K
|
+2,393
|
+7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.92M
|
–
|
–
|
–
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.35M
|
+$1.44M
|
+16,154
|
+154%
|
|
|
7
|
Brown Advisory
Baltimore,
Maryland
|
$2.2M
|
–
|
–
|
–
|
|
|
8
|
|
$2.14M
|
–
|
–
|
–
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.8M
|
-$10.9K
|
-122
|
-0.6%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.15M
|
–
|
–
|
–
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
12
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$997K
|
+$132K
|
+1,480
|
+15%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$907K
|
-$17.1K
|
-192
|
-2%
|
|
|
14
|
Maryland Capital Management
Towson,
Maryland
|
$880K
|
–
|
–
|
–
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$842K
|
-$53.4K
|
-600
|
-6%
|
|
|
16
|
GAMCO Investors
Greenwich,
Connecticut
|
$704K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$626K
|
-$24.9K
|
-280
|
-4%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$585K
|
-$40.1K
|
-450
|
-6%
|
|
|
19
|
Scotia Capital
Toronto,
Ontario, Canada
|
$577K
|
–
|
–
|
–
|
|
|
20
|
Eaton Vance Management
Boston,
Massachusetts
|
$550K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$492K
|
+$66.8K
|
+750
|
+15%
|
|
|
22
|
Rathbones Group
Liverpool,
United Kingdom
|
$484K
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$478K
|
-$180K
|
-2,018
|
-27%
|
|
|
24
|
Financial Consulate
Hunt Valley,
Maryland
|
$446K
|
+$9.35K
|
+105
|
+2%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$416K
|
–
|
–
|
–
|
|
