|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$19.2M
|
-$1.74M
|
-24,368
|
-9%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$16.1M
|
+$175K
|
+2,451
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
-$3.41M
|
-47,940
|
-20%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.1M
|
+$47.8K
|
+671
|
+1%
|
|
|
5
|
Independent Family Office
Albany,
New York
|
$4.41M
|
-$41.5K
|
-582
|
-1%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$3.5M
|
+$65.3K
|
+917
|
+2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$3.48M
|
+$1.73M
|
+24,302
|
+125%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.28M
|
-$1.37M
|
-19,258
|
-32%
|
|
|
9
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.14M
|
+$1.23M
|
+17,202
|
+77%
|
|
|
10
|
Keel Point
Huntsville,
Alabama
|
$3.12M
|
+$2.79M
|
+39,192
|
New
|
|
|
11
|
Cavalier Investments
Alpharetta,
Georgia
|
$2.64M
|
+$2.37M
|
+33,221
|
New
|
|
|
12
|
Horizon Kinetics Asset Management
New York
|
$2.39M
|
-$1.45M
|
-20,422
|
-40%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.11M
|
+$1.65M
|
+23,175
|
+704%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.79M
|
+$3.56K
|
+50
|
+0.2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
-$31.8K
|
-446
|
-2%
|
|
|
16
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.43M
|
+$304K
|
+4,267
|
+31%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1.32M
|
-$970K
|
-13,612
|
-45%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.17M
|
+$23.9K
|
+336
|
+2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1.07M
|
-$77.7K
|
-1,091
|
-8%
|
|
|
20
|
|
$848K
|
+$119K
|
+1,666
|
+19%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$833K
|
+$745K
|
+10,459
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$816K
|
+$730K
|
+10,247
|
New
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$799K
|
+$143K
|
+2,009
|
+25%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$763K
|
-$1.79M
|
-25,187
|
-72%
|
|
|
25
|
M Financial Asset Management
Portland,
Oregon
|
$755K
|
-$10.4K
|
-146
|
-2%
|
|
