|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$17.1M
|
-$1.28M
|
-20,521
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$6.32M
|
+101,138
|
+71%
|
|
|
3
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$12.9M
|
+$384K
|
+6,138
|
+3%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.09M
|
+$92.2K
|
+1,475
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.91M
|
+$2.09M
|
+33,444
|
+124%
|
|
|
6
|
Independent Family Office
Albany,
New York
|
$3.62M
|
–
|
–
|
–
|
|
|
7
|
|
$3.3M
|
+$2.51M
|
+40,101
|
+365%
|
|
|
8
|
Horizon Kinetics Asset Management
New York
|
$3.26M
|
+$3.16M
|
+50,490
|
New
|
|
|
9
|
M Holdings Securities
Portland,
Oregon
|
$2.78M
|
+$158K
|
+2,531
|
+6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
+$1.59M
|
+25,463
|
+273%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
-$219K
|
-3,509
|
-10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.45M
|
+$1.29M
|
+20,589
|
+1,093%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.44M
|
-$121K
|
-1,940
|
-8%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.44M
|
-$4.19M
|
-67,034
|
-75%
|
|
|
15
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.32M
|
+$1.28M
|
+20,477
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
-$885K
|
-14,164
|
-42%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$936K
|
-$6.06K
|
-97
|
-0.7%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$929K
|
+$901K
|
+14,412
|
New
|
|
|
19
|
NVWM LLC
Yardley,
Pennsylvania
|
$888K
|
+$859K
|
+13,739
|
New
|
|
|
20
|
M Financial Asset Management
Portland,
Oregon
|
$622K
|
-$62.6K
|
-1,002
|
-9%
|
|
|
21
|
|
$581K
|
+$165K
|
+2,644
|
+42%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$578K
|
-$111K
|
-1,772
|
-17%
|
|
|
23
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$561K
|
–
|
–
|
–
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$519K
|
+$36.6K
|
+585
|
+8%
|
|
|
25
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$462K
|
+$1.88K
|
+30
|
+0.4%
|
|
