|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 215 M
|
+USD 15.7 M
|
+510,766
|
+8%
|
|
|
2
|
|
USD 139 M
|
-USD 3.74 M
|
-121,889
|
-3%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
USD 59.8 M
|
+USD 1.52 M
|
+49,562
|
+3%
|
|
|
4
|
WealthTrust Fairport
Cleveland,
Ohio
|
USD 56.5 M
|
+USD 2.4 M
|
+78,220
|
+4%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
USD 36.9 M
|
+USD 1.2 M
|
+39,093
|
+3%
|
|
|
6
|
|
USD 36.5 M
|
+USD 345 k
|
+11,228
|
+0.9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
USD 25.5 M
|
-USD 3.63 M
|
-118,203
|
-12%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
USD 22.1 M
|
-USD 8.02 M
|
-261,209
|
-26%
|
|
|
9
|
Paracle Advisors
Mercer Island,
Washington
|
USD 21.8 M
|
+USD 1.67 M
|
+54,260
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
USD 17.6 M
|
+USD 107 k
|
+3,485
|
+0.6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 16.3 M
|
+USD 891 k
|
+29,015
|
+6%
|
|
|
12
|
Private Vista
Chicago,
Illinois
|
USD 13.2 M
|
+USD 13.3 M
|
+433,438
|
Nuevas
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 11.8 M
|
+USD 632 k
|
+20,592
|
+6%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
USD 11.8 M
|
-USD 1.52 M
|
-49,492
|
-11%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
USD 10 M
|
-USD 4.08 M
|
-133,000
|
-29%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
USD 9.7 M
|
+USD 80.6 k
|
+2,625
|
+0.8%
|
|
|
17
|
Brinker Capital
Berwyn,
Pennsylvania
|
USD 8.2 M
|
-USD 1.3 M
|
-42,220
|
-14%
|
|
|
18
|
Bank of the West
Monterey Park,
California
|
USD 8.16 M
|
+USD 360 k
|
+11,738
|
+5%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
USD 7.91 M
|
-USD 3.27 M
|
-106,533
|
-29%
|
|
|
20
|
FDx Advisors
Chicago,
Illinois
|
USD 6.75 M
|
-USD 109 k
|
-3,555
|
-2%
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
USD 4.93 M
|
+USD 165 k
|
+5,389
|
+3%
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
USD 3.8 M
|
-USD 25.2 k
|
-820
|
-0.7%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
USD 2.86 M
|
+USD 2.29 M
|
+74,713
|
+387%
|
|
|
24
|
LPL Financial
San Diego,
California
|
USD 2.82 M
|
+USD 1.21 M
|
+39,312
|
+74%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
USD 2.58 M
|
-USD 6.51 M
|
-212,186
|
-72%
|
|
