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