|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$225M
|
+$11M
|
+358,515
|
+5%
|
|
|
2
|
|
$140M
|
+$1.28M
|
+41,794
|
+0.9%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$62.1M
|
+$2.42M
|
+79,116
|
+4%
|
|
|
4
|
WealthTrust Fairport
Cleveland,
Ohio
|
$57.7M
|
+$1.43M
|
+46,770
|
+3%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37.9M
|
+$854K
|
+27,954
|
+2%
|
|
|
6
|
|
$35.1M
|
-$1.35M
|
-44,124
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$32.7M
|
+$6.86M
|
+224,467
|
+26%
|
|
|
8
|
Paracle Advisors
Mercer Island,
Washington
|
$23.3M
|
+$1.55M
|
+50,678
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
-$332K
|
-10,856
|
-2%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$15.7M
|
-$6.38M
|
-208,933
|
-29%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15M
|
-$2.57M
|
-84,225
|
-15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
-$71.1K
|
-2,328
|
-0.6%
|
|
|
13
|
Grimes & Company
Westborough,
Massachusetts
|
$11.2M
|
-$584K
|
-19,134
|
-5%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$10.3M
|
+$729K
|
+23,862
|
+8%
|
|
|
15
|
Private Vista
Chicago,
Illinois
|
$10.3M
|
-$2.9M
|
-95,069
|
-22%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.4M
|
-$593K
|
-19,415
|
-6%
|
|
|
17
|
Bank of the West
Monterey Park,
California
|
$8.24M
|
+$104K
|
+3,408
|
+1%
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$7.99M
|
-$191K
|
-6,247
|
-2%
|
|
|
19
|
FDx Advisors
Chicago,
Illinois
|
$5.96M
|
-$782K
|
-25,596
|
-12%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$5.37M
|
-$2.54M
|
-83,100
|
-32%
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.03M
|
+$108K
|
+3,522
|
+2%
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.62M
|
-$163K
|
-5,341
|
-4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.26M
|
+$691K
|
+22,606
|
+27%
|
|
|
24
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.18M
|
–
|
–
|
–
|
|
|
25
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.83M
|
+$2.87M
|
+93,790
|
New
|
|
