|
1
|
|
USD 139 M
|
+USD 1.84 M
|
+64,034
|
+1%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 126 M
|
+USD 11.2 M
|
+390,085
|
+10%
|
|
|
3
|
|
USD 65 M
|
+USD 2.42 M
|
+84,344
|
+4%
|
|
|
4
|
WealthTrust Fairport
Cleveland,
Ohio
|
USD 49.4 M
|
-USD 275 k
|
-9,562
|
-0.6%
|
|
|
5
|
Private Vista
Chicago,
Illinois
|
USD 41.2 M
|
-USD 1.56 M
|
-54,171
|
-4%
|
|
|
6
|
|
USD 32.4 M
|
+USD 500 k
|
+17,390
|
+2%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
USD 28.9 M
|
+USD 149 k
|
+5,186
|
+0.5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 23.2 M
|
+USD 810 k
|
+28,165
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
USD 22.8 M
|
+USD 5.62 M
|
+195,593
|
+32%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
USD 22 M
|
+USD 2.18 M
|
+75,776
|
+11%
|
|
|
11
|
Brinker Capital
Berwyn,
Pennsylvania
|
USD 18.9 M
|
-USD 1.47 M
|
-51,151
|
-7%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
USD 15.5 M
|
-USD 220 k
|
-7,670
|
-1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
USD 15 M
|
+USD 2.73 M
|
+94,810
|
+22%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
USD 15 M
|
+USD 458 k
|
+15,938
|
+3%
|
|
|
15
|
Paracle Advisors
Mercer Island,
Washington
|
USD 13.6 M
|
+USD 446 k
|
+15,504
|
+3%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
USD 13.5 M
|
+USD 436 k
|
+15,154
|
+3%
|
|
|
17
|
Grimes & Company
Westborough,
Massachusetts
|
USD 12.9 M
|
+USD 12.9 M
|
+448,556
|
Nuevas
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
USD 12.4 M
|
+USD 1.46 M
|
+50,806
|
+13%
|
|
|
19
|
Vigilant Capital Management
Portland,
Maine
|
USD 12.2 M
|
-USD 2.69 M
|
-93,550
|
-18%
|
|
|
20
|
|
USD 10.5 M
|
-USD 784 k
|
-27,261
|
-7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
USD 8.79 M
|
-USD 568 k
|
-19,761
|
-6%
|
|
|
22
|
Omnia Family Wealth
Aventura,
Florida
|
USD 7.93 M
|
+USD 7.95 M
|
+276,732
|
Nuevas
|
|
|
23
|
Highland Private Wealth Management
Bellevue,
Washington
|
USD 7.51 M
|
+USD 175 k
|
+6,093
|
+2%
|
|
|
24
|
Bank of the West
Monterey Park,
California
|
USD 7.25 M
|
+USD 906 k
|
+31,535
|
+14%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 7.23 M
|
+USD 699 k
|
+24,321
|
+11%
|
|
