|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$18.3M
|
+$131K
|
+1,526
|
+0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
-$321K
|
-3,744
|
-2%
|
|
|
3
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$14.7M
|
+$251K
|
+2,935
|
+2%
|
|
|
4
|
|
$10.7M
|
+$7.39M
|
+86,334
|
+149%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.61M
|
+$3.82M
|
+44,600
|
+145%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.09M
|
+$85.5K
|
+999
|
+1%
|
|
|
7
|
Independent Family Office
Albany,
New York
|
$2.46M
|
-$768K
|
-8,966
|
-21%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.25M
|
+$148K
|
+1,732
|
+6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
-$4.75M
|
-55,421
|
-68%
|
|
|
10
|
M Holdings Securities
Portland,
Oregon
|
$1.93M
|
-$572K
|
-6,679
|
-20%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
-$186K
|
-2,169
|
-9%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.57M
|
+$385K
|
+4,498
|
+27%
|
|
|
13
|
Saxon Interests
Houston,
Texas
|
$1.52M
|
+$164K
|
+1,915
|
+10%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.47M
|
+$98.8K
|
+1,154
|
+6%
|
|
|
15
|
|
$1.33M
|
-$597K
|
-6,969
|
-28%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
-$74.9K
|
-875
|
-5%
|
|
|
17
|
Horizon Kinetics Asset Management
New York
|
$1.11M
|
-$35.4K
|
-414
|
-3%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
19
|
Eclectic Associates
Fullerton,
California
|
$966K
|
+$22.2K
|
+259
|
+2%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$952K
|
+$23.4K
|
+273
|
+2%
|
|
|
21
|
M Financial Asset Management
Portland,
Oregon
|
$948K
|
-$9.42K
|
-110
|
-0.9%
|
|
|
22
|
Csenge Advisory Group
Clearwater,
Florida
|
$943K
|
+$646K
|
+7,543
|
+147%
|
|
|
23
|
Novare Capital Management
Charlotte,
North Carolina
|
$896K
|
-$58.1K
|
-678
|
-5%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$871K
|
-$603K
|
-7,038
|
-38%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$852K
|
-$518K
|
-6,044
|
-35%
|
|
