|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$18.1M
|
-$809K
|
-11,143
|
-4%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$14.1M
|
+$9.8K
|
+135
|
+0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
-$1.37M
|
-18,847
|
-10%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.62M
|
+$400K
|
+5,511
|
+8%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.31M
|
-$2.04M
|
-28,073
|
-28%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.98M
|
-$349K
|
-4,805
|
-10%
|
|
|
7
|
|
$2.18M
|
-$4.51M
|
-62,053
|
-67%
|
|
|
8
|
Independent Family Office
Albany,
New York
|
$2.07M
|
-$8.35K
|
-115
|
-0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.8M
|
-$326K
|
-4,492
|
-15%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$65.4K
|
+900
|
+4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
-$463K
|
-6,381
|
-23%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.57M
|
+$47.8K
|
+658
|
+3%
|
|
|
13
|
M Holdings Securities
Portland,
Oregon
|
$1.38M
|
-$293K
|
-4,033
|
-17%
|
|
|
14
|
|
$1.15M
|
+$23.5K
|
+323
|
+2%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
16
|
Horizon Kinetics Asset Management
New York
|
$1M
|
-$57.2K
|
-787
|
-5%
|
|
|
17
|
M Financial Asset Management
Portland,
Oregon
|
$953K
|
+$26.4K
|
+364
|
+3%
|
|
|
18
|
Eclectic Associates
Fullerton,
California
|
$946K
|
+$1.31K
|
+18
|
+0.1%
|
|
|
19
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$821K
|
+$121K
|
+1,663
|
+17%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$783K
|
-$16.4K
|
-226
|
-2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$690K
|
-$19.8K
|
-272
|
-3%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$664K
|
-$297K
|
-4,094
|
-31%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$660K
|
-$242K
|
-3,327
|
-17%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$626K
|
-$594K
|
-8,181
|
-49%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$607K
|
+$29.3K
|
+404
|
+5%
|
|
