|
1
|
|
$154M
|
+$46.3M
|
+1,540,152
|
+40%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$66.3M
|
-$203K
|
-6,744
|
-0.3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$55.8M
|
+$1.37M
|
+45,635
|
+2%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$33.2M
|
+$35M
|
+1,164,845
|
+233,436%
|
|
|
5
|
Paracle Advisors
Mercer Island,
Washington
|
$26.4M
|
-$823K
|
-27,400
|
-3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$19.3M
|
-$8.42M
|
-280,159
|
-29%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
+$2.07M
|
+68,739
|
+12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
-$750K
|
-24,977
|
-4%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$10.2M
|
-$6.26M
|
-208,466
|
-37%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$9.85M
|
+$7.38M
|
+245,700
|
+245%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.94M
|
+$9.43M
|
+313,764
|
New
|
|
|
12
|
Bank of the West
Monterey Park,
California
|
$8.74M
|
+$99.5K
|
+3,311
|
+1%
|
|
|
13
|
Lake Point Wealth Management
Rockwall,
Texas
|
$7.02M
|
-$8.86K
|
-295
|
-0.1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.5M
|
-$5.65M
|
-188,063
|
-45%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$4.8M
|
+$130K
|
+4,340
|
+3%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$4.14M
|
-$1.69M
|
-56,356
|
-28%
|
|
|
17
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4.05M
|
+$1.9M
|
+63,204
|
+80%
|
|
|
18
|
Private Vista
Chicago,
Illinois
|
$4M
|
+$4.22M
|
+140,482
|
New
|
|
|
19
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$3.99M
|
+$725K
|
+24,128
|
+21%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
-$2.67M
|
-88,794
|
-40%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$3.55M
|
-$1.68M
|
-55,807
|
-31%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.36M
|
+$1.19M
|
+39,475
|
+50%
|
|
|
23
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.28M
|
-$564K
|
-18,760
|
-15%
|
|
|
24
|
Brinker Capital
Berwyn,
Pennsylvania
|
$3M
|
+$415K
|
+13,808
|
+15%
|
|
|
25
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$2.68M
|
+$263K
|
+8,753
|
+10%
|
|
