|
1
|
|
$130M
|
-$17.7M
|
-596,163
|
-12%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$68M
|
-$169M
|
-5,675,604
|
-72%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$61.9M
|
-$16.3M
|
-549,141
|
-21%
|
|
|
4
|
WealthTrust Fairport
Cleveland,
Ohio
|
$60.7M
|
-$65.3K
|
-2,199
|
-0.1%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$37.3M
|
-$50.6M
|
-1,703,367
|
-58%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$34.6M
|
-$4.42M
|
-148,918
|
-11%
|
|
|
7
|
|
$33.6M
|
+$31.7K
|
+1,068
|
+0.1%
|
|
|
8
|
Paracle Advisors
Mercer Island,
Washington
|
$24.9M
|
+$1.03M
|
+34,783
|
+4%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$24.8M
|
-$3.79M
|
-127,448
|
-13%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.6M
|
+$121K
|
+4,068
|
+0.7%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$17.1M
|
-$6.41M
|
-215,759
|
-27%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
-$6.52M
|
-219,343
|
-32%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10M
|
-$7.36M
|
-247,689
|
-43%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$9.5M
|
-$4.3M
|
-144,586
|
-31%
|
|
|
15
|
Bank of the West
Monterey Park,
California
|
$8.72M
|
+$122K
|
+4,118
|
+1%
|
|
|
16
|
Lake Point Wealth Management
Rockwall,
Texas
|
$7.2M
|
+$2.98M
|
+100,297
|
+74%
|
|
|
17
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$6.59M
|
+$3.52M
|
+118,459
|
+117%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$6.29M
|
-$730K
|
-24,565
|
-11%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.69M
|
-$89.9K
|
-3,026
|
-2%
|
|
|
20
|
Private Vista
Chicago,
Illinois
|
$5.46M
|
-$1.6M
|
-53,913
|
-23%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$5.39M
|
+$128K
|
+4,295
|
+2%
|
|
|
22
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$4.94M
|
-$144K
|
-4,854
|
-3%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$4.24M
|
-$2.89M
|
-97,290
|
-41%
|
|
|
24
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$3.38M
|
+$204K
|
+6,873
|
+7%
|
|
|
25
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.36M
|
+$168K
|
+5,663
|
+5%
|
|
