|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$20.6M
|
–
|
–
|
–
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$16M
|
-$49K
|
-622
|
-0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$1.09M
|
-13,829
|
-10%
|
|
|
4
|
|
$7.38M
|
-$5.02M
|
-63,724
|
-42%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.71M
|
+$809K
|
+10,273
|
+47%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.67M
|
+$844K
|
+10,708
|
+51%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.52M
|
-$709K
|
-9,000
|
-23%
|
|
|
8
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$2.36M
|
+$243K
|
+3,086
|
+12%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.36M
|
+$270K
|
+3,426
|
+14%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.11M
|
-$2.35M
|
-29,769
|
-54%
|
|
|
11
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.73M
|
-$4.05M
|
-51,450
|
-72%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.57M
|
-$12.4K
|
-158
|
-0.8%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.46M
|
-$510K
|
-6,468
|
-27%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
+$484K
|
+6,143
|
+99%
|
|
|
15
|
Independent Family Office
Albany,
New York
|
$956K
|
-$118K
|
-1,496
|
-12%
|
|
|
16
|
M Financial Asset Management
Portland,
Oregon
|
$804K
|
-$54.5K
|
-692
|
-7%
|
|
|
17
|
Horizon Kinetics Asset Management
New York
|
$722K
|
-$99.7K
|
-1,266
|
-13%
|
|
|
18
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$712K
|
+$197K
|
+2,500
|
+38%
|
|
|
19
|
|
$689K
|
-$929K
|
-11,790
|
-59%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$623K
|
+$17.4K
|
+221
|
+3%
|
|
|
21
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$583K
|
–
|
–
|
–
|
|
|
22
|
Lodestar Private Asset Management
Alamo,
California
|
$556K
|
–
|
–
|
–
|
|
|
23
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$528K
|
+$297K
|
+3,769
|
+151%
|
|
|
24
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$496K
|
-$46.1K
|
-585
|
-9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$494K
|
-$119K
|
-1,513
|
-21%
|
|
