|
1
|
Dearborn Partners
Chicago,
Illinois
|
$33.9M
|
+$1.17M
|
+15,679
|
+4%
|
|
|
2
|
Brown Advisory
Baltimore,
Maryland
|
$14.5M
|
–
|
–
|
–
|
|
|
3
|
TD Asset Management
Toronto,
Ontario, Canada
|
$11.2M
|
+$11.1M
|
+148,666
|
New
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.94M
|
-$524K
|
-7,007
|
-5%
|
|
|
5
|
|
$5.13M
|
+$930K
|
+12,433
|
+22%
|
|
|
6
|
Dimensional Fund Advisors
Austin,
Texas
|
$3.11M
|
+$52.1K
|
+696
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.83M
|
+$1.96M
|
+26,252
|
+234%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$2.78M
|
+$53.3K
|
+712
|
+2%
|
|
|
9
|
CIBC World Markets
New York
|
$2.41M
|
-$4.19M
|
-56,035
|
-64%
|
|
|
10
|
Evelyn Partners Investment Management Services
London,
|
$2.24M
|
-$484K
|
-6,463
|
-18%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.06M
|
-$8.46K
|
-113
|
-0.4%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$1.54M
|
–
|
–
|
–
|
|
|
13
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.52M
|
–
|
–
|
–
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.18M
|
-$5.99K
|
-80
|
-0.5%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.18M
|
-$5.99K
|
-80
|
-0.5%
|
|
|
16
|
Gabelli Funds
Rye,
New York
|
$982K
|
–
|
–
|
–
|
|
|
17
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$854K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$825K
|
+$492K
|
+6,574
|
+151%
|
|
|
19
|
|
$756K
|
-$374
|
-5
|
-0%
|
|
|
20
|
WBH Advisory
Baltimore,
Maryland
|
$643K
|
–
|
–
|
–
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$603K
|
–
|
–
|
–
|
|
|
22
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$578K
|
+$573K
|
+7,661
|
New
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$478K
|
–
|
–
|
–
|
|
|
24
|
Scotia Capital
Toronto,
Ontario, Canada
|
$441K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$428K
|
+$263K
|
+3,514
|
+162%
|
|
