|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$18M
|
+$4.04M
|
+70,859
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
-$108K
|
-1,895
|
-0.8%
|
|
|
3
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.81M
|
+$482K
|
+8,451
|
+5%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.46M
|
+$2.77M
|
+48,500
|
+79%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.74M
|
-$106K
|
-1,851
|
-2%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.17M
|
+$90.2K
|
+1,581
|
+3%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$2.59M
|
-$42.6K
|
-747
|
-2%
|
|
|
8
|
M Holdings Securities
Portland,
Oregon
|
$1.86M
|
+$202K
|
+3,542
|
+13%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.55M
|
+$14.7K
|
+257
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$107K
|
+1,879
|
+12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$118K
|
-2,067
|
-11%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$888K
|
-$241K
|
-4,226
|
-22%
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$677K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$665K
|
-$231K
|
-4,048
|
-26%
|
|
|
15
|
M Financial Asset Management
Portland,
Oregon
|
$637K
|
+$54.8K
|
+960
|
+10%
|
|
|
16
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$599K
|
–
|
–
|
–
|
|
|
17
|
Money Design
Tokyo,
Japan
|
$580K
|
+$95.8K
|
+1,678
|
+20%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$498K
|
+$485K
|
+8,500
|
New
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$421K
|
+$67.5K
|
+1,182
|
+18%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$417K
|
–
|
–
|
–
|
|
|
21
|
Regions Financial Corp
Birmingham,
Alabama
|
$415K
|
–
|
–
|
–
|
|
|
22
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$410K
|
+$20K
|
+351
|
+5%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$399K
|
-$1.91M
|
-33,498
|
-83%
|
|
|
24
|
|
$370K
|
-$131K
|
-2,299
|
-27%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$354K
|
-$67.5K
|
-1,182
|
-16%
|
|
