|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$229M
|
+$3.89M
|
+130,179
|
+2%
|
|
|
2
|
|
$142M
|
+$13.2M
|
+441,818
|
+10%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$85M
|
+$87.2M
|
+2,920,187
|
+12,718%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$75.3M
|
-$7.08M
|
-237,069
|
-8%
|
|
|
5
|
WealthTrust Fairport
Cleveland,
Ohio
|
$58.3M
|
+$290K
|
+9,714
|
+0.5%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37.8M
|
+$122K
|
+4,072
|
+0.3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$37.3M
|
+$2.62M
|
+87,594
|
+7%
|
|
|
8
|
|
$32.2M
|
-$1.43M
|
-47,891
|
-4%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$27.5M
|
+$18.3M
|
+611,958
|
+181%
|
|
|
10
|
Paracle Advisors
Mercer Island,
Washington
|
$22.9M
|
-$51.6K
|
-1,728
|
-0.2%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$22.7M
|
+$22.3M
|
+747,795
|
+1,963%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$8.99M
|
+300,914
|
+80%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.8M
|
+$2.33M
|
+78,089
|
+15%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
$17.3M
|
+$17.9M
|
+598,500
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
-$1.55M
|
-51,884
|
-8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$4.62M
|
+154,705
|
+51%
|
|
|
17
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$9.81M
|
–
|
–
|
–
|
|
|
18
|
Bank of the West
Monterey Park,
California
|
$8.26M
|
+$534K
|
+17,899
|
+7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$6.88M
|
-$5M
|
-167,361
|
-41%
|
|
|
20
|
Private Vista
Chicago,
Illinois
|
$6.79M
|
-$1.49M
|
-49,989
|
-18%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$6.75M
|
+$3.3M
|
+110,393
|
+90%
|
|
|
22
|
Brinker Capital
Berwyn,
Pennsylvania
|
$6.61M
|
+$6.84M
|
+228,912
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.56M
|
+$1.71M
|
+57,285
|
+42%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$5.04M
|
+$4.61M
|
+154,256
|
+769%
|
|
|
25
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$4.89M
|
+$4.84M
|
+161,982
|
+2,248%
|
|
