|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$339M
|
+$120M
|
+2,389,425
|
+54%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$94.8M
|
-$2.62M
|
-52,100
|
-3%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$82.8M
|
+$67.1M
|
+1,335,569
|
+414%
|
|
|
4
|
|
$69.3M
|
+$69.7M
|
+1,387,362
|
New
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$66.5M
|
+$66.9M
|
+1,331,106
|
New
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$48.7M
|
-$1.34M
|
-26,733
|
-3%
|
|
|
7
|
Pacific Center for Financial Services
San Ramon,
California
|
$41.2M
|
+$1.43M
|
+28,497
|
+4%
|
|
|
8
|
Bank of New York Mellon
New York
|
$35.5M
|
+$15.2M
|
+302,023
|
+74%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$34.4M
|
+$34.6M
|
+688,600
|
New
|
|
|
10
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$34.1M
|
-$2.01M
|
-40,101
|
-6%
|
|
|
11
|
MV Capital Management
Bethesda,
Maryland
|
$30.4M
|
+$13.5M
|
+267,852
|
+79%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$29M
|
+$5.45M
|
+108,545
|
+23%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$25M
|
+$16.7M
|
+332,019
|
+196%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.6M
|
-$745K
|
-14,825
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$1.13M
|
+22,454
|
+6%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$20.2M
|
-$16.8M
|
-334,736
|
-45%
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
$18.5M
|
+$1.15M
|
+22,869
|
+7%
|
|
|
18
|
Searcy Financial Services
Overland Park,
Kansas
|
$17.2M
|
+$1.96M
|
+38,934
|
+13%
|
|
|
19
|
Bogart Wealth LLC
Mclean,
Virginia
|
$16.1M
|
+$16.1M
|
+321,358
|
+58,323%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.1M
|
+$14.1M
|
+281,342
|
New
|
|
|
21
|
Retirement Capital Strategies
San Jose,
California
|
$12.6M
|
+$1.83M
|
+36,430
|
+17%
|
|
|
22
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$11M
|
-$73.7K
|
-1,467
|
-0.7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$10.2M
|
-$3.5M
|
-69,617
|
-25%
|
|
|
24
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$10.1M
|
-$1.61M
|
-32,040
|
-14%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$9.95M
|
-$2.19M
|
-43,647
|
-18%
|
|
