|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$17M
|
+$1.07M
|
+14,189
|
+6%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$12.7M
|
-$250K
|
-3,319
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
-$2.42M
|
-32,192
|
-15%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6.61M
|
+$1.93M
|
+25,700
|
+34%
|
|
|
5
|
|
$6.02M
|
-$3.94M
|
-52,364
|
-36%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.69M
|
+$274K
|
+3,643
|
+5%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$3M
|
+$3.44M
|
+45,775
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.91M
|
-$81.3K
|
-1,080
|
-4%
|
|
|
9
|
Independent Family Office
Albany,
New York
|
$1.87M
|
-$341K
|
-4,538
|
-14%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.83M
|
+$156K
|
+2,071
|
+8%
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$1.51M
|
-$214K
|
-2,848
|
-11%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38M
|
-$54K
|
-717
|
-3%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$1.36M
|
-$22.7K
|
-302
|
-1%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.26M
|
-$34.1K
|
-453
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.1M
|
-$5.79K
|
-77
|
-0.5%
|
|
|
16
|
|
$1.01M
|
-$175K
|
-2,322
|
-13%
|
|
|
17
|
Horizon Kinetics Asset Management
New York
|
$955K
|
-$28.6K
|
-380
|
-3%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$916K
|
–
|
–
|
–
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$865K
|
+$31.5K
|
+418
|
+3%
|
|
|
20
|
Eclectic Associates
Fullerton,
California
|
$850K
|
–
|
–
|
–
|
|
|
21
|
M Financial Asset Management
Portland,
Oregon
|
$833K
|
-$226
|
-3
|
-0%
|
|
|
22
|
Csenge Advisory Group
Clearwater,
Florida
|
$798K
|
-$35.5K
|
-472
|
-4%
|
|
|
23
|
Novare Capital Management
Charlotte,
North Carolina
|
$788K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$778K
|
+$42.4K
|
+563
|
+5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$719K
|
-$55.4K
|
-736
|
-6%
|
|
