|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$66.6M
|
+$138K
|
+1,499
|
+0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
-$1.87M
|
-20,310
|
-4%
|
|
|
3
|
|
$30.1M
|
-$3.6M
|
-39,088
|
-11%
|
|
|
4
|
Money Design
Tokyo,
Japan
|
$20.6M
|
+$15.6M
|
+169,172
|
+298%
|
|
|
5
|
Wellington Management Group
Boston,
Massachusetts
|
$13.3M
|
+$1.76M
|
+19,170
|
+15%
|
|
|
6
|
|
$13.2M
|
+$13.3M
|
+144,639
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
+$1.36M
|
+14,822
|
+13%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
+$5.96M
|
+64,809
|
+131%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$1.03M
|
+11,164
|
+11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$9.68M
|
-$405K
|
-4,408
|
-4%
|
|
|
11
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$9.54M
|
+$550K
|
+5,985
|
+6%
|
|
|
12
|
Perella Weinberg Partners Capital Management
New York
|
$9.45M
|
–
|
–
|
–
|
|
|
13
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$8.96M
|
+$528K
|
+5,743
|
+6%
|
|
|
14
|
|
$8M
|
+$205K
|
+2,227
|
+3%
|
|
|
15
|
Strategic Capital Advisers
Denver,
Colorado
|
$7.01M
|
-$23.5K
|
-255
|
-0.3%
|
|
|
16
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.4M
|
+$3.02M
|
+32,825
|
+88%
|
|
|
17
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$6.31M
|
-$15.6K
|
-170
|
-0.2%
|
|
|
18
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$6.24M
|
-$59.7K
|
-649
|
-0.9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.14M
|
+$174K
|
+1,896
|
+3%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.57M
|
-$290K
|
-3,150
|
-5%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$5.12M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.79M
|
+$888K
|
+9,650
|
+22%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.63M
|
+$4.28M
|
+46,559
|
+1,532%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$4.43M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.4M
|
+$246K
|
+2,677
|
+6%
|
|
