|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$22.9M
|
-$4.43K
|
-51
|
-0%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$18.2M
|
+$392K
|
+4,518
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
-$903K
|
-10,401
|
-5%
|
|
|
4
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.88M
|
-$20K
|
-230
|
-0.3%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.23M
|
+$171K
|
+1,972
|
+3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.22M
|
-$637K
|
-7,335
|
-14%
|
|
|
7
|
Independent Family Office
Albany,
New York
|
$3.92M
|
+$40.9K
|
+471
|
+1%
|
|
|
8
|
|
$3.19M
|
+$592K
|
+6,817
|
+24%
|
|
|
9
|
|
$3.07M
|
+$1.29M
|
+14,884
|
+80%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.72M
|
+$2.57M
|
+29,543
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.33M
|
-$1.84M
|
-21,231
|
-46%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.25M
|
-$35.6K
|
-410
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$371K
|
+4,273
|
+22%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.09M
|
+$448K
|
+5,153
|
+29%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.9M
|
+$236K
|
+2,719
|
+15%
|
|
|
16
|
BlueCrest Capital Management
St Helier,
Jersey
|
$1.74M
|
+$1.64M
|
+18,938
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.5M
|
-$441K
|
-5,074
|
-24%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.49M
|
+$22K
|
+253
|
+2%
|
|
|
19
|
Horizon Kinetics Asset Management
New York
|
$1.45M
|
-$15.5K
|
-179
|
-1%
|
|
|
20
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.33M
|
-$382K
|
-4,400
|
-23%
|
|
|
21
|
Essex Financial Services
Essex,
Connecticut
|
$1.29M
|
-$198K
|
-2,280
|
-14%
|
|
|
22
|
M Financial Asset Management
Portland,
Oregon
|
$1.13M
|
+$30.6K
|
+352
|
+3%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$1.12M
|
-$46.1K
|
-531
|
-4%
|
|
|
24
|
Advisor Resource Council
Dallas,
Texas
|
$982K
|
+$927K
|
+10,674
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$891K
|
-$1.29M
|
-14,880
|
-61%
|
|
