|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$21.2M
|
-$362K
|
-4,488
|
-2%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$16.7M
|
+$185K
|
+2,297
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.04M
|
-$1.77M
|
-21,949
|
-17%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.13M
|
-$367K
|
-4,550
|
-11%
|
|
|
5
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$2.27M
|
-$3.79K
|
-47
|
-0.2%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.26M
|
-$501K
|
-6,214
|
-19%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
-$603K
|
-7,479
|
-23%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.83M
|
+$164K
|
+2,036
|
+11%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.28M
|
+$1.16M
|
+14,416
|
+3,449%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.23M
|
-$122K
|
-1,518
|
-10%
|
|
|
11
|
|
$986K
|
-$3.62M
|
-44,964
|
-80%
|
|
|
12
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$832K
|
-$1.04M
|
-12,961
|
-57%
|
|
|
13
|
|
$675K
|
+$32.1K
|
+399
|
+5%
|
|
|
14
|
Independent Family Office
Albany,
New York
|
$664K
|
–
|
–
|
–
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$596K
|
–
|
–
|
–
|
|
|
16
|
Horizon Kinetics Asset Management
New York
|
$590K
|
-$10.9K
|
-135
|
-2%
|
|
|
17
|
M Financial Asset Management
Portland,
Oregon
|
$580K
|
-$35.9K
|
-445
|
-6%
|
|
|
18
|
Lodestar Private Asset Management
Alamo,
California
|
$568K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$566K
|
+$9.99K
|
+124
|
+2%
|
|
|
20
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$531K
|
-$886
|
-11
|
-0.2%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$524K
|
-$81
|
-1
|
-0%
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$479K
|
–
|
–
|
–
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$475K
|
-$4.03K
|
-50
|
-0.9%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$470K
|
-$209K
|
-2,598
|
-32%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$426K
|
–
|
–
|
–
|
|
