|
1
|
|
$140M
|
+$12M
|
+408,532
|
+9%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$118M
|
+$4.37M
|
+149,337
|
+4%
|
|
|
3
|
|
$64M
|
+$2.41M
|
+82,430
|
+4%
|
|
|
4
|
WealthTrust Fairport
Cleveland,
Ohio
|
$50.7M
|
+$1.38M
|
+47,188
|
+3%
|
|
|
5
|
Private Vista
Chicago,
Illinois
|
$42.6M
|
-$144K
|
-4,911
|
-0.3%
|
|
|
6
|
|
$32.6M
|
+$208K
|
+7,105
|
+0.6%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$29.3M
|
-$311K
|
-10,639
|
-1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.9M
|
+$5.08M
|
+173,589
|
+29%
|
|
|
9
|
Brinker Capital
Berwyn,
Pennsylvania
|
$20.8M
|
+$844K
|
+28,820
|
+4%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$20.2M
|
+$646K
|
+22,071
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
+$3.81M
|
+130,022
|
+28%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$16.1M
|
+$756K
|
+25,837
|
+5%
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$15.2M
|
-$40.3K
|
-1,375
|
-0.3%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$14.7M
|
+$933K
|
+31,887
|
+7%
|
|
|
15
|
Paracle Advisors
Mercer Island,
Washington
|
$13.5M
|
+$674K
|
+23,037
|
+5%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.4M
|
-$50.8K
|
-1,736
|
-0.4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$826K
|
+28,211
|
+7%
|
|
|
18
|
|
$11.5M
|
-$800K
|
-27,338
|
-7%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
+$423K
|
+14,445
|
+4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9.56M
|
+$1.25M
|
+42,673
|
+15%
|
|
|
21
|
FDx Advisors
Chicago,
Illinois
|
$8.02M
|
-$485K
|
-16,551
|
-6%
|
|
|
22
|
Highland Private Wealth Management
Bellevue,
Washington
|
$7.5M
|
+$2.71M
|
+92,420
|
+57%
|
|
|
23
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$7.34M
|
–
|
–
|
–
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.33M
|
+$996K
|
+34,030
|
+16%
|
|
|
25
|
Accuvest Global Advisors
Provo,
Utah
|
$7.1M
|
+$3.33M
|
+113,600
|
+88%
|
|
