|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$469M
|
+$37.1M
|
+735,033
|
+9%
|
|
|
2
|
SVB Wealth
Boston,
Massachusetts
|
$380M
|
+$95.4M
|
+1,888,100
|
+34%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$233M
|
-$27.8M
|
-550,983
|
-11%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$141M
|
+$10.4M
|
+205,416
|
+8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102M
|
+$12.1M
|
+240,028
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$97.4M
|
+$12M
|
+237,887
|
+14%
|
|
|
7
|
|
$90.8M
|
-$19.4M
|
-384,912
|
-18%
|
|
|
8
|
SP Asset Management
Cupertino,
California
|
$67.1M
|
-$6.03M
|
-119,319
|
-8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$50.8M
|
+$13.4M
|
+265,708
|
+36%
|
|
|
10
|
Bank of New York Mellon
New York
|
$41.8M
|
+$13.4M
|
+265,192
|
+47%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$38.3M
|
+$5.83M
|
+115,384
|
+18%
|
|
|
12
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$34.6M
|
+$1.3M
|
+25,697
|
+4%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$33.6M
|
-$8.01M
|
-158,483
|
-19%
|
|
|
14
|
Acorns Advisers
Irvine,
California
|
$31.4M
|
+$836K
|
+16,550
|
+3%
|
|
|
15
|
MV Capital Management
Bethesda,
Maryland
|
$28.7M
|
-$13M
|
-257,879
|
-31%
|
|
|
16
|
Sand Hill Global Advisors
Palo Alto,
California
|
$27.5M
|
-$1.03M
|
-20,339
|
-4%
|
|
|
17
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$21.1M
|
+$748K
|
+14,814
|
+4%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$20.9M
|
+$5.09M
|
+100,817
|
+32%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$19.9M
|
+$11M
|
+217,344
|
+123%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.3M
|
+$14.5M
|
+287,918
|
+305%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$18.5M
|
+$18.5M
|
+366,925
|
New
|
|
|
22
|
Agilis Partners
Waltham,
Massachusetts
|
$16.8M
|
-$1.9M
|
-37,620
|
-10%
|
|
|
23
|
Private Wealth Advisors (California)
Fresno,
California
|
$16M
|
-$22.7M
|
-449,567
|
-59%
|
|
|
24
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$15.3M
|
+$1.52M
|
+30,023
|
+11%
|
|
|
25
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$14.5M
|
+$691K
|
+13,684
|
+5%
|
|
