|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$199M
|
+$14M
|
+463,396
|
+8%
|
|
|
2
|
|
$143M
|
+$6.33M
|
+209,748
|
+5%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$58.2M
|
+$57.8M
|
+1,913,468
|
New
|
|
|
4
|
WealthTrust Fairport
Cleveland,
Ohio
|
$54M
|
+$895K
|
+29,638
|
+2%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$36.5M
|
+$950K
|
+31,479
|
+3%
|
|
|
6
|
|
$36.2M
|
+$942K
|
+31,211
|
+3%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$30.1M
|
+$1.16M
|
+38,380
|
+4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$29.6M
|
+$2.12M
|
+70,326
|
+8%
|
|
|
9
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$27.4M
|
–
|
–
|
–
|
|
|
10
|
Paracle Advisors
Mercer Island,
Washington
|
$20.1M
|
+$2.33M
|
+77,232
|
+13%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
+$2.77M
|
+91,771
|
+19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$160K
|
+5,290
|
+1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$3.15M
|
-104,327
|
-18%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$13.3M
|
+$13.2M
|
+437,764
|
New
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$11.4M
|
-$782K
|
-25,924
|
-7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
+$510K
|
+16,897
|
+5%
|
|
|
17
|
Spinnaker Trust
Portland,
Maine
|
$9.56M
|
-$78.1K
|
-2,589
|
-0.8%
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$9.48M
|
+$316K
|
+10,470
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$9.03M
|
+$1.7M
|
+56,482
|
+24%
|
|
|
20
|
Bank of the West
Monterey Park,
California
|
$7.8M
|
+$269K
|
+8,926
|
+4%
|
|
|
21
|
FDx Advisors
Chicago,
Illinois
|
$6.85M
|
-$73.4K
|
-2,431
|
-1%
|
|
|
22
|
Banco de Sabadell
Miami,
Florida
|
$6.02M
|
+$5.97M
|
+197,816
|
New
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.76M
|
+$166K
|
+5,496
|
+4%
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.82M
|
-$41.4K
|
-1,372
|
-1%
|
|
|
25
|
|
$3.77M
|
-$954K
|
-31,606
|
-20%
|
|
