|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$19.1M
|
-$1.55M
|
-24,386
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$997K
|
+15,646
|
+6%
|
|
|
3
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$12.2M
|
+$912K
|
+14,307
|
+9%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.46M
|
-$874K
|
-13,710
|
-12%
|
|
|
5
|
Avalon Investment & Advisory
Houston,
Texas
|
$5.7M
|
+$5.42M
|
+85,024
|
New
|
|
|
6
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.43M
|
+$15.2K
|
+238
|
+0.3%
|
|
|
7
|
Independent Family Office
Albany,
New York
|
$3.7M
|
+$3.52M
|
+55,209
|
New
|
|
|
8
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.67M
|
+$52.1K
|
+817
|
+2%
|
|
|
9
|
Keel Point
Huntsville,
Alabama
|
$3.32M
|
+$3.16M
|
+49,601
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.1M
|
+$1.99M
|
+31,284
|
New
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$2.09M
|
-$35.8K
|
-561
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.07M
|
+$1M
|
+15,756
|
+104%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.95M
|
+$741K
|
+11,617
|
+66%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.85M
|
+$72.5K
|
+1,138
|
+4%
|
|
|
15
|
|
$1.44M
|
+$1.37M
|
+21,553
|
New
|
|
|
16
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.26M
|
+$1.2M
|
+18,760
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
+$3.7K
|
+58
|
+0.3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
+$977K
|
+15,332
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$866K
|
+$668K
|
+10,484
|
+430%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$813K
|
+$51.4K
|
+807
|
+7%
|
|
|
21
|
M Financial Asset Management
Portland,
Oregon
|
$754K
|
+$24.7K
|
+388
|
+4%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$743K
|
-$28.7K
|
-450
|
-4%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$708K
|
+$678K
|
+10,640
|
New
|
|
|
24
|
|
$625K
|
+$193K
|
+3,020
|
+48%
|
|
|
25
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$617K
|
-$64.8K
|
-1,017
|
-10%
|
|
