|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$17.8M
|
–
|
–
|
–
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$13.7M
|
-$243K
|
-3,271
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$408K
|
-5,490
|
-3%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.5M
|
-$27.1K
|
-365
|
-0.5%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.23M
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.56M
|
+$1.95M
|
+26,230
|
+277%
|
|
|
7
|
|
$2.14M
|
+$1.26K
|
+17
|
+0.1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.97M
|
+$441K
|
+5,927
|
+27%
|
|
|
9
|
Independent Family Office
Albany,
New York
|
$1.87M
|
-$173K
|
-2,323
|
-8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$28.1K
|
+378
|
+2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.56M
|
+$23.4K
|
+315
|
+1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$229K
|
-3,075
|
-12%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1.09M
|
-$1.92M
|
-25,805
|
-63%
|
|
|
14
|
|
$1.06M
|
-$71.8K
|
-966
|
-6%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.05M
|
-$89.3K
|
-1,201
|
-8%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$1M
|
–
|
–
|
–
|
|
|
17
|
M Financial Asset Management
Portland,
Oregon
|
$938K
|
–
|
–
|
–
|
|
|
18
|
Eclectic Associates
Fullerton,
California
|
$931K
|
–
|
–
|
–
|
|
|
19
|
M Holdings Securities
Portland,
Oregon
|
$871K
|
-$510K
|
-6,856
|
-36%
|
|
|
20
|
Horizon Kinetics Asset Management
New York
|
$830K
|
-$165K
|
-2,215
|
-16%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$808K
|
+$707K
|
+9,509
|
+813%
|
|
|
22
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$503K
|
+$966
|
+13
|
+0.2%
|
|
|
23
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$495K
|
–
|
–
|
–
|
|
|
24
|
Lodestar Private Asset Management
Alamo,
California
|
$492K
|
-$9.66K
|
-130
|
-2%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$459K
|
-$362K
|
-4,871
|
-43%
|
|
