|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$15.9M
|
-$1.91M
|
-36,533
|
-11%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$10.7M
|
+$412K
|
+7,884
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.89M
|
-$104K
|
-1,988
|
-1%
|
|
|
4
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.95M
|
-$128K
|
-2,450
|
-3%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.43M
|
+$272K
|
+5,212
|
+9%
|
|
|
6
|
Independent Family Office
Albany,
New York
|
$3.1M
|
-$45.4K
|
-870
|
-2%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$2.24M
|
-$74.1K
|
-1,418
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.87M
|
+$425K
|
+8,133
|
+32%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.86M
|
+$490K
|
+9,385
|
+39%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.5M
|
+$518K
|
+9,908
|
+58%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$17.9K
|
+343
|
+1%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$809K
|
+$46.5K
|
+890
|
+6%
|
|
|
13
|
|
$609K
|
-$7.69M
|
-147,272
|
-93%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$594K
|
-$4.44K
|
-85
|
-0.8%
|
|
|
15
|
M Financial Asset Management
Portland,
Oregon
|
$589K
|
+$116K
|
+2,214
|
+26%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$517K
|
-$336K
|
-6,425
|
-41%
|
|
|
17
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$491K
|
-$14.3K
|
-274
|
-3%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$413K
|
+$79K
|
+1,513
|
+26%
|
|
|
19
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$395K
|
+$372K
|
+7,117
|
New
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
$388K
|
-$4.18K
|
-80
|
-1%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$384K
|
–
|
–
|
–
|
|
|
22
|
|
$352K
|
-$5.38K
|
-103
|
-2%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$344K
|
-$1.19M
|
-22,873
|
-79%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$203K
|
+$192K
|
+3,674
|
New
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$183K
|
–
|
–
|
–
|
|
