|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$21.5M
|
+$22M
|
+244,196
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$3.13M
|
+34,804
|
+19%
|
|
|
3
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$17.4M
|
-$330K
|
-3,673
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.27M
|
+$5.04M
|
+55,978
|
+221%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.99M
|
-$60.1K
|
-668
|
-1%
|
|
|
6
|
|
$5.18M
|
+$2.21M
|
+24,602
|
+74%
|
|
|
7
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.81M
|
-$2.89M
|
-32,135
|
-43%
|
|
|
8
|
Independent Family Office
Albany,
New York
|
$3.76M
|
-$49.3K
|
-548
|
-1%
|
|
|
9
|
M Holdings Securities
Portland,
Oregon
|
$2.91M
|
+$2.93M
|
+32,581
|
New
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.75M
|
–
|
–
|
–
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.6M
|
-$35.3K
|
-392
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.55M
|
+$411K
|
+4,568
|
+19%
|
|
|
13
|
|
$2.21M
|
-$889K
|
-9,878
|
-28%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.14M
|
-$45.4K
|
-505
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.75M
|
-$169K
|
-1,877
|
-9%
|
|
|
16
|
Saxon Interests
Houston,
Texas
|
$1.66M
|
+$857K
|
+9,529
|
+105%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.66M
|
+$205K
|
+2,276
|
+14%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.58M
|
-$449K
|
-4,990
|
-22%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.56M
|
+$703K
|
+7,812
|
+81%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.49M
|
+$38.7K
|
+430
|
+3%
|
|
|
21
|
Horizon Kinetics Asset Management
New York
|
$1.38M
|
-$36.4K
|
-405
|
-3%
|
|
|
22
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.33M
|
+$36K
|
+400
|
+3%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$1.25M
|
+$1.26M
|
+14,000
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
-$2.91M
|
-32,387
|
-71%
|
|
|
25
|
M Financial Asset Management
Portland,
Oregon
|
$1.15M
|
+$46.5K
|
+517
|
+4%
|
|
