|
1
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$16.8M
|
-$409K
|
-4,883
|
-2%
|
|
|
2
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$14.3M
|
-$691K
|
-8,248
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
-$2.98M
|
-35,545
|
-18%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6.19M
|
+$6.08M
|
+72,600
|
New
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.81M
|
+$304K
|
+3,631
|
+6%
|
|
|
6
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.81M
|
+$1.42M
|
+17,007
|
+43%
|
|
|
7
|
Independent Family Office
Albany,
New York
|
$4.63M
|
-$88.9K
|
-1,061
|
-2%
|
|
|
8
|
Matrix Trust Company
Denver,
Colorado
|
$3.97M
|
+$3.72M
|
+44,392
|
+2,072%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.18M
|
+$906K
|
+10,817
|
+41%
|
|
|
10
|
M Holdings Securities
Portland,
Oregon
|
$3.12M
|
-$614K
|
-7,328
|
-17%
|
|
|
11
|
Cavalier Investments
Alpharetta,
Georgia
|
$3.06M
|
+$225K
|
+2,690
|
+8%
|
|
|
12
|
Keel Point
Huntsville,
Alabama
|
$2.75M
|
-$585K
|
-6,978
|
-18%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.1M
|
-$1.39M
|
-16,592
|
-40%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.84M
|
-$21.5K
|
-257
|
-1%
|
|
|
15
|
|
$1.81M
|
+$891K
|
+10,636
|
+100%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.81M
|
+$918K
|
+10,954
|
+107%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.8M
|
+$1.77M
|
+21,075
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.76M
|
-$156K
|
-1,863
|
-8%
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$1.72M
|
+$1.69M
|
+20,141
|
New
|
|
|
20
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.64M
|
+$105K
|
+1,255
|
+7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.52M
|
+$690K
|
+8,241
|
+86%
|
|
|
22
|
Horizon Kinetics Asset Management
New York
|
$1.41M
|
-$1.14M
|
-13,548
|
-45%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
-$97.1K
|
-1,159
|
-7%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.23M
|
+$85K
|
+1,015
|
+8%
|
|
|
25
|
Flow Traders U.S.
New York
|
$918K
|
+$414K
|
+4,939
|
+85%
|
|
