|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 229 M
|
+USD 3.89 M
|
+130,179
|
+2%
|
|
|
2
|
|
USD 142 M
|
+USD 13.2 M
|
+441,818
|
+10%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
USD 85 M
|
+USD 87.2 M
|
+2,920,187
|
+12,718%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
USD 75.3 M
|
-USD 7.08 M
|
-237,069
|
-8%
|
|
|
5
|
WealthTrust Fairport
Cleveland,
Ohio
|
USD 58.3 M
|
+USD 290 k
|
+9,714
|
+0.5%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
USD 37.8 M
|
+USD 122 k
|
+4,072
|
+0.3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
USD 37.3 M
|
+USD 2.62 M
|
+87,594
|
+7%
|
|
|
8
|
|
USD 32.2 M
|
-USD 1.43 M
|
-47,891
|
-4%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
USD 27.5 M
|
+USD 18.3 M
|
+611,958
|
+181%
|
|
|
10
|
Paracle Advisors
Mercer Island,
Washington
|
USD 22.9 M
|
-USD 51.6 k
|
-1,728
|
-0.2%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
USD 22.7 M
|
+USD 22.3 M
|
+747,795
|
+1,963%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 19.6 M
|
+USD 8.99 M
|
+300,914
|
+80%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 17.8 M
|
+USD 2.33 M
|
+78,089
|
+15%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
USD 17.3 M
|
+USD 17.9 M
|
+598,500
|
Nuevas
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
USD 16.8 M
|
-USD 1.55 M
|
-51,884
|
-8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
USD 13.3 M
|
+USD 4.62 M
|
+154,705
|
+51%
|
|
|
17
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
USD 9.8 M
|
–
|
–
|
–
|
|
|
18
|
Bank of the West
Monterey Park,
California
|
USD 8.26 M
|
+USD 534 k
|
+17,899
|
+7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
USD 6.88 M
|
-USD 5 M
|
-167,361
|
-41%
|
|
|
20
|
Private Vista
Chicago,
Illinois
|
USD 6.79 M
|
-USD 1.49 M
|
-49,989
|
-18%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
USD 6.75 M
|
+USD 3.3 M
|
+110,393
|
+90%
|
|
|
22
|
Brinker Capital
Berwyn,
Pennsylvania
|
USD 6.61 M
|
+USD 6.84 M
|
+228,912
|
Nuevas
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
USD 5.56 M
|
+USD 1.71 M
|
+57,285
|
+42%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
USD 5.04 M
|
+USD 4.61 M
|
+154,256
|
+769%
|
|
|
25
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
USD 4.89 M
|
+USD 4.84 M
|
+161,982
|
+2,248%
|
|
