|
1
|
Quilter Plc
London,
United Kingdom
|
$569M
|
+$585K
|
+39,900
|
+7%
|
|
|
2
|
Evanson Asset Management
Carmel,
California
|
$107M
|
-$2.58M
|
-175,947
|
-2%
|
|
|
3
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$106M
|
-$16.6M
|
-1,135,118
|
-14%
|
|
|
4
|
Central Trust Company
Jefferson City,
Missouri
|
$90.8M
|
+$130K
|
+8,859
|
+0.2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80.2M
|
+$24.3M
|
+1,654,878
|
+47%
|
|
|
6
|
|
$76.7M
|
-$6.18M
|
-421,368
|
-8%
|
|
|
7
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$65.1M
|
+$1.13M
|
+77,099
|
+2%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$61.5M
|
-$1.6M
|
-109,081
|
-3%
|
|
|
9
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$61.1M
|
-$50.4K
|
-3,437
|
-0.1%
|
|
|
10
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$61.1M
|
+$57.6M
|
+3,926,346
|
+13,912%
|
|
|
11
|
Jupiter Asset Management
London,
United Kingdom
|
$58.1M
|
-$7.46M
|
-508,675
|
-12%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$49.9M
|
+$1.44M
|
+98,073
|
+3%
|
|
|
13
|
SMI Advisory Services
Columbus,
Indiana
|
$48.5M
|
+$1.36M
|
+92,719
|
+3%
|
|
|
14
|
Bluefin Capital Management
New York
|
$34.2M
|
-$24.9M
|
-1,697,936
|
Closed
|
|
|
15
|
SouthState Corp
Winter Haven,
Florida
|
$31.3M
|
+$1.23M
|
+84,040
|
+4%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.7M
|
+$1.9M
|
+129,898
|
+9%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.1M
|
+$12.4M
|
+848,053
|
+132%
|
|
|
18
|
Forest Hill Capital
Little Rock,
Arkansas
|
$22.4M
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
+$813K
|
+55,478
|
+4%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
+$48K
|
+3,271
|
+0.2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$205K
|
+14,010
|
+1%
|
|
|
22
|
Monaco Asset Management
Monaco
|
$18.5M
|
–
|
–
|
–
|
|
|
23
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$18.3M
|
+$373K
|
+25,460
|
+2%
|
|
|
24
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$18.2M
|
-$280K
|
-19,097
|
-2%
|
|
|
25
|
Howland Capital Management
Boston,
Massachusetts
|
$17.3M
|
-$110K
|
-7,524
|
-0.7%
|
|
