|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.8M
|
-$333K
|
-4,417
|
-2%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$15.4M
|
-$54.1K
|
-718
|
-0.4%
|
|
|
3
|
|
$12.3M
|
+$9.56M
|
+126,921
|
+522%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
-$448K
|
-5,943
|
-4%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.33M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.45M
|
+$2.36M
|
+31,341
|
+134%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.16M
|
-$1.34M
|
-17,768
|
-31%
|
|
|
8
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$2.02M
|
+$314K
|
+4,171
|
+20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.99M
|
+$40.4K
|
+536
|
+2%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.95M
|
+$852K
|
+11,306
|
+91%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.78M
|
-$2.48K
|
-33
|
-0.2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.71M
|
+$27.3K
|
+362
|
+2%
|
|
|
13
|
|
$1.62M
|
+$782K
|
+10,389
|
+109%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.52M
|
-$93.8K
|
-1,245
|
-6%
|
|
|
15
|
Independent Family Office
Albany,
New York
|
$1.04M
|
-$197K
|
-2,622
|
-17%
|
|
|
16
|
M Financial Asset Management
Portland,
Oregon
|
$831K
|
-$213K
|
-2,831
|
-22%
|
|
|
17
|
Advisor Resource Council
Dallas,
Texas
|
$806K
|
+$747K
|
+9,920
|
New
|
|
|
18
|
Horizon Kinetics Asset Management
New York
|
$799K
|
-$45.9K
|
-610
|
-6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$599K
|
+$79.1K
|
+1,050
|
+17%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$582K
|
+$230K
|
+3,049
|
+74%
|
|
|
21
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$562K
|
–
|
–
|
–
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$537K
|
-$60.7K
|
-806
|
-11%
|
|
|
23
|
Lodestar Private Asset Management
Alamo,
California
|
$535K
|
-$13K
|
-172
|
-3%
|
|
|
24
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$528K
|
+$15.1K
|
+200
|
+3%
|
|
|
25
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$526K
|
-$10.5K
|
-140
|
-2%
|
|
