|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$432M
|
+$29.9M
|
+591,070
|
+7%
|
|
|
2
|
SVB Wealth
Boston,
Massachusetts
|
$285M
|
+$46.5M
|
+919,209
|
+19%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$261M
|
+$6.62M
|
+131,042
|
+3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$131M
|
+$57.5M
|
+1,137,118
|
+78%
|
|
|
5
|
|
$110M
|
+$50.3M
|
+995,802
|
+84%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90.2M
|
+$27.4M
|
+542,181
|
+44%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$85.4M
|
+$4.21M
|
+83,384
|
+5%
|
|
|
8
|
SP Asset Management
Cupertino,
California
|
$73.1M
|
+$15.6M
|
+308,781
|
+27%
|
|
|
9
|
Pacific Center for Financial Services
San Ramon,
California
|
$45.3M
|
-$264K
|
-5,226
|
-0.6%
|
|
|
10
|
MV Capital Management
Bethesda,
Maryland
|
$41.7M
|
-$879K
|
-17,392
|
-2%
|
|
|
11
|
Baystate Wealth Management
Boston,
Massachusetts
|
$41.6M
|
-$21.2M
|
-419,746
|
-34%
|
|
|
12
|
Private Wealth Advisors (California)
Fresno,
California
|
$38.7M
|
+$23.1M
|
+456,326
|
+148%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$2.24M
|
+44,329
|
+6%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$35.5M
|
+$35.5M
|
+701,791
|
New
|
|
|
15
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$33.3M
|
-$24.6K
|
-486
|
-0.1%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$32.5M
|
-$7.65M
|
-151,330
|
-19%
|
|
|
17
|
Bogart Wealth LLC
Mclean,
Virginia
|
$31.8M
|
-$10.2M
|
-200,878
|
-24%
|
|
|
18
|
Acorns Advisers
Irvine,
California
|
$30.6M
|
-$1.26M
|
-24,895
|
-4%
|
|
|
19
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$30.1M
|
-$5.68M
|
-112,329
|
-16%
|
|
|
20
|
Sand Hill Global Advisors
Palo Alto,
California
|
$28.5M
|
+$816K
|
+16,139
|
+3%
|
|
|
21
|
Bank of New York Mellon
New York
|
$28.4M
|
+$1.82M
|
+35,988
|
+7%
|
|
|
22
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$20.4M
|
-$31.1K
|
-616
|
-0.2%
|
|
|
23
|
Agilis Partners
Waltham,
Massachusetts
|
$18.7M
|
–
|
–
|
–
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.3M
|
+$4.53M
|
+89,609
|
+33%
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$15.8M
|
+$1.63M
|
+32,160
|
+11%
|
|
