|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$402M
|
-$4.38M
|
-86,676
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$255M
|
+$27.4M
|
+541,423
|
+12%
|
|
|
3
|
SVB Wealth
Boston,
Massachusetts
|
$238M
|
+$20.6M
|
+407,778
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$81.3M
|
+$55.4M
|
+1,095,487
|
+214%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$73.6M
|
-$4.3M
|
-85,127
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.9M
|
+$21.2M
|
+419,914
|
+51%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$62.8M
|
-$5.58M
|
-110,308
|
-8%
|
|
|
8
|
|
$60M
|
+$46.8M
|
+925,761
|
+354%
|
|
|
9
|
SP Asset Management
Cupertino,
California
|
$57.5M
|
+$43.5M
|
+860,109
|
+309%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$45.6M
|
+$3.03M
|
+59,965
|
+7%
|
|
|
11
|
MV Capital Management
Bethesda,
Maryland
|
$42.6M
|
+$10.5M
|
+208,519
|
+33%
|
|
|
12
|
Bogart Wealth LLC
Mclean,
Virginia
|
$42M
|
-$580K
|
-11,465
|
-1%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$40.5M
|
+$11.4M
|
+225,380
|
+39%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$40.2M
|
+$40.2M
|
+794,973
|
New
|
|
|
15
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$35.8M
|
+$392K
|
+7,759
|
+1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$35.2M
|
+$20.8M
|
+410,488
|
+144%
|
|
|
17
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$33.4M
|
+$1.47M
|
+29,026
|
+5%
|
|
|
18
|
Acorns Advisers
Irvine,
California
|
$31.9M
|
+$992K
|
+19,630
|
+3%
|
|
|
19
|
Sand Hill Global Advisors
Palo Alto,
California
|
$27.7M
|
+$2.57M
|
+50,837
|
+10%
|
|
|
20
|
Bank of New York Mellon
New York
|
$26.6M
|
+$11.3K
|
+224
|
+0%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.2M
|
+$3.66M
|
+72,346
|
+18%
|
|
|
22
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$20.4M
|
+$8.33M
|
+164,677
|
+69%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19M
|
-$2.08M
|
-41,140
|
-10%
|
|
|
24
|
Agilis Partners
Waltham,
Massachusetts
|
$18.7M
|
+$18.7M
|
+369,566
|
New
|
|
|
25
|
Capital Advantage
Walnut Creek,
California
|
$16.9M
|
-$1.39M
|
-27,514
|
-8%
|
|
