|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$15.5M
|
+$2.25M
|
+38,271
|
+13%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$8.93M
|
+$235K
|
+3,988
|
+2%
|
|
|
3
|
|
$7.62M
|
+$8.05M
|
+136,707
|
+634%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.94M
|
-$6.65M
|
-112,882
|
-44%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.41M
|
+$625K
|
+10,623
|
+13%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.89M
|
+$3.53M
|
+60,038
|
New
|
|
|
7
|
Independent Family Office
Albany,
New York
|
$2.71M
|
+$94.1K
|
+1,599
|
+3%
|
|
|
8
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.56M
|
+$107K
|
+1,821
|
+3%
|
|
|
9
|
M Holdings Securities
Portland,
Oregon
|
$2.01M
|
+$631K
|
+10,712
|
+34%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.4M
|
+$89.2K
|
+1,515
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.23M
|
-$316K
|
-5,374
|
-17%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
+$1.43M
|
+24,239
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$359K
|
+6,104
|
+34%
|
|
|
14
|
Transcend Capital Advisors
Madison,
New Jersey
|
$859K
|
-$53.6K
|
-910
|
-5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$822K
|
-$710K
|
-12,063
|
-41%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$757K
|
+$212K
|
+3,609
|
+30%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$659K
|
+$327K
|
+5,559
|
+68%
|
|
|
18
|
SPC Financial Inc
Rockville,
Maryland
|
$643K
|
+$787K
|
+13,370
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$519K
|
-$17.7K
|
-300
|
-3%
|
|
|
20
|
Money Design
Tokyo,
Japan
|
$518K
|
+$94.2K
|
+1,600
|
+17%
|
|
|
21
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$440K
|
-$4.18K
|
-71
|
-0.8%
|
|
|
22
|
M Financial Asset Management
Portland,
Oregon
|
$405K
|
-$167K
|
-2,839
|
-25%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$341K
|
–
|
–
|
–
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$333K
|
-$10.3K
|
-175
|
-2%
|
|
|
25
|
|
$310K
|
-$170K
|
-2,882
|
-31%
|
|
