|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
+$4.55M
|
+50,143
|
+31%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$16.9M
|
-$274K
|
-3,021
|
-2%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$15.9M
|
+$1.49M
|
+16,392
|
+7%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6.3M
|
–
|
–
|
–
|
|
|
5
|
|
$6.05M
|
+$5.54M
|
+61,061
|
+703%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.65M
|
-$228K
|
-2,517
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.61M
|
+$4.24M
|
+46,742
|
+262%
|
|
|
8
|
Independent Family Office
Albany,
New York
|
$3.68M
|
-$1.08M
|
-11,910
|
-22%
|
|
|
9
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.15M
|
-$1.82M
|
-20,111
|
-36%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.02M
|
+$1.76M
|
+19,411
|
+126%
|
|
|
11
|
|
$2.67M
|
+$860K
|
+9,477
|
+45%
|
|
|
12
|
M Holdings Securities
Portland,
Oregon
|
$2.57M
|
-$632K
|
-6,961
|
-19%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$2.28M
|
+$1.82M
|
+20,054
|
+322%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
+$373K
|
+4,109
|
+20%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M
|
+$108K
|
+1,194
|
+6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.96M
|
+$123K
|
+1,351
|
+6%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.93M
|
+$2.02M
|
+22,245
|
New
|
|
|
18
|
Essex Financial Services
Essex,
Connecticut
|
$1.92M
|
+$2.01M
|
+22,158
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.92M
|
-$1.38M
|
-15,208
|
-41%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.9M
|
-$248K
|
-2,731
|
-11%
|
|
|
21
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.63M
|
+$1.7M
|
+18,740
|
New
|
|
|
22
|
Horizon Kinetics Asset Management
New York
|
$1.43M
|
+$91
|
+1
|
+0%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.31M
|
+$60K
|
+661
|
+5%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.14M
|
-$725K
|
-7,989
|
-38%
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$1.12M
|
+$1.06M
|
+11,670
|
+923%
|
|
