|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$18.4M
|
-$144K
|
-1,955
|
-0.8%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$14.1M
|
-$323K
|
-4,374
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$271K
|
-3,672
|
-2%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.33M
|
-$844K
|
-11,436
|
-14%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.19M
|
-$811K
|
-11,000
|
-16%
|
|
|
6
|
|
$1.8M
|
-$6.35M
|
-86,102
|
-78%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.78M
|
-$165K
|
-2,232
|
-9%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.74M
|
+$974K
|
+13,207
|
+129%
|
|
|
9
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$1.71M
|
+$1.68M
|
+22,830
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
-$1.48K
|
-20
|
-0.1%
|
|
|
11
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.53M
|
+$1.53M
|
+20,718
|
New
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.53M
|
+$31.6K
|
+429
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.48M
|
-$92.2K
|
-1,250
|
-6%
|
|
|
14
|
Independent Family Office
Albany,
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
16
|
Eclectic Associates
Fullerton,
California
|
$980K
|
–
|
–
|
–
|
|
|
17
|
M Financial Asset Management
Portland,
Oregon
|
$966K
|
-$8.19K
|
-111
|
-0.8%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$934K
|
+$580K
|
+7,857
|
+171%
|
|
|
19
|
Horizon Kinetics Asset Management
New York
|
$772K
|
-$46K
|
-624
|
-6%
|
|
|
20
|
BlueCrest Capital Management
St Helier,
Jersey
|
$769K
|
+$74
|
+1
|
+0%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$712K
|
+$344K
|
+4,664
|
+94%
|
|
|
22
|
|
$708K
|
+$35.7K
|
+484
|
+5%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$548K
|
-$409K
|
-5,540
|
-43%
|
|
|
24
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$512K
|
–
|
–
|
–
|
|
|
25
|
Lodestar Private Asset Management
Alamo,
California
|
$500K
|
-$9.74K
|
-132
|
-2%
|
|
