|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$240M
|
+$12.3M
|
+402,818
|
+5%
|
|
|
2
|
|
$138M
|
-$3.68M
|
-120,068
|
-3%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$87.4M
|
+$24.5M
|
+801,561
|
+39%
|
|
|
4
|
WealthTrust Fairport
Cleveland,
Ohio
|
$61.7M
|
+$3.39M
|
+110,752
|
+6%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$38.4M
|
+$1.15M
|
+37,462
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$37.1M
|
+$4.09M
|
+133,537
|
+12%
|
|
|
7
|
|
$35.8M
|
+$285K
|
+9,316
|
+0.8%
|
|
|
8
|
Paracle Advisors
Mercer Island,
Washington
|
$24.4M
|
+$936K
|
+30,574
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
+$4.24M
|
+138,517
|
+28%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
+$432K
|
+14,116
|
+3%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$12.5M
|
-$3.43M
|
-112,163
|
-22%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$11.6M
|
+$1.11M
|
+36,320
|
+11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
-$378K
|
-12,343
|
-3%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$10.4M
|
-$935K
|
-30,538
|
-8%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.4M
|
-$102K
|
-3,346
|
-1%
|
|
|
16
|
Private Vista
Chicago,
Illinois
|
$8.76M
|
-$1.63M
|
-53,142
|
-16%
|
|
|
17
|
Bank of the West
Monterey Park,
California
|
$8.23M
|
-$102K
|
-3,342
|
-1%
|
|
|
18
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.93M
|
-$150K
|
-4,885
|
-3%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$4.63M
|
-$638K
|
-20,836
|
-12%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.15M
|
+$856K
|
+27,956
|
+26%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$3.79M
|
+$3.1M
|
+101,118
|
+458%
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.73M
|
+$66K
|
+2,157
|
+2%
|
|
|
23
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.1M
|
+$217K
|
+7,090
|
+8%
|
|
|
24
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.06M
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.68M
|
+$958K
|
+31,282
|
+56%
|
|
