|
1
|
Dearborn Partners
Chicago,
Illinois
|
$33.8M
|
-$788K
|
-11,935
|
-2%
|
|
|
2
|
Brown Advisory
Baltimore,
Maryland
|
$12.8M
|
+$7.59K
|
+115
|
+0.1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.67M
|
+$9.38M
|
+142,166
|
New
|
|
|
4
|
CIBC World Markets
New York
|
$9.12M
|
+$4.77M
|
+72,195
|
+118%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$2.85M
|
–
|
–
|
–
|
|
|
6
|
|
$2.76M
|
+$610K
|
+9,249
|
+29%
|
|
|
7
|
Dimensional Fund Advisors
Austin,
Texas
|
$2.59M
|
+$10.5K
|
+159
|
+0.4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.04M
|
–
|
–
|
–
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.76M
|
–
|
–
|
–
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.09M
|
+$97.6K
|
+1,478
|
+10%
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$884K
|
–
|
–
|
–
|
|
|
12
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$818K
|
–
|
–
|
–
|
|
|
13
|
|
$680K
|
-$198
|
-3
|
-0%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$640K
|
–
|
–
|
–
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$612K
|
–
|
–
|
–
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$612K
|
–
|
–
|
–
|
|
|
17
|
WBH Advisory
Baltimore,
Maryland
|
$579K
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$528K
|
+$858
|
+13
|
+0.2%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$473K
|
+$356K
|
+5,400
|
+347%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$457K
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$431K
|
-$18.8K
|
-285
|
-4%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$426K
|
–
|
–
|
–
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
$401K
|
-$39.6K
|
-600
|
-9%
|
|
|
24
|
Willis Johnson & Associates
Houston,
Texas
|
$371K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$362K
|
-$16.5K
|
-250
|
-4%
|
|
