|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$407M
|
+$63.1M
|
+1,253,082
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$227M
|
+$131M
|
+2,593,746
|
+137%
|
|
|
3
|
SVB Wealth
Boston,
Massachusetts
|
$218M
|
+$217M
|
+4,306,201
|
New
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$77.9M
|
-$5.95M
|
-118,027
|
-7%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$68.4M
|
+$1.09M
|
+21,665
|
+2%
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$42.6M
|
+$26.2M
|
+520,579
|
+162%
|
|
|
7
|
Pacific Center for Financial Services
San Ramon,
California
|
$42.5M
|
+$768K
|
+15,247
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.6M
|
+$20.3M
|
+402,248
|
+95%
|
|
|
9
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$35.4M
|
+$35.2M
|
+699,617
|
New
|
|
|
10
|
MV Capital Management
Bethesda,
Maryland
|
$32.1M
|
+$1.3M
|
+25,787
|
+4%
|
|
|
11
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$31.9M
|
-$2.65M
|
-52,655
|
-8%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$30.9M
|
+$1.48M
|
+29,300
|
+5%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$29.6M
|
-$5.15M
|
-102,161
|
-15%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$29.1M
|
+$28.4M
|
+564,567
|
+4,908%
|
|
|
15
|
Bank of New York Mellon
New York
|
$26.6M
|
-$9.27M
|
-184,011
|
-26%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$26.4M
|
-$22.8M
|
-452,649
|
-46%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$25.9M
|
+$25.5M
|
+506,399
|
+9,738%
|
|
|
18
|
Sand Hill Global Advisors
Palo Alto,
California
|
$25.2M
|
+$6.4M
|
+127,109
|
+34%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.1M
|
-$3.72M
|
-73,820
|
-15%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.5M
|
+$6.26M
|
+124,315
|
+44%
|
|
|
21
|
Capital Advantage
Walnut Creek,
California
|
$18.3M
|
-$2.01M
|
-39,809
|
-10%
|
|
|
22
|
Searcy Financial Services
Overland Park,
Kansas
|
$18M
|
+$536K
|
+10,648
|
+3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$4.08M
|
+80,895
|
+40%
|
|
|
24
|
SP Asset Management
Cupertino,
California
|
$14.1M
|
+$14M
|
+278,081
|
New
|
|
|
25
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$13.4M
|
+$2.25M
|
+44,748
|
+20%
|
|
