|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$474M
|
+$4.98M
|
+98,508
|
+1%
|
|
|
2
|
SVB Wealth
Boston,
Massachusetts
|
$410M
|
+$29.9M
|
+591,342
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$252M
|
+$19.3M
|
+383,089
|
+8%
|
|
|
4
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$225M
|
+$225M
|
+4,452,000
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$175M
|
+$33.2M
|
+657,085
|
+23%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$16.2M
|
+320,542
|
+17%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90.4M
|
-$11.9M
|
-235,402
|
-12%
|
|
|
8
|
|
$90.4M
|
-$478K
|
-9,458
|
-0.5%
|
|
|
9
|
SP Asset Management
Cupertino,
California
|
$75.7M
|
+$8.61M
|
+170,380
|
+13%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$48.4M
|
+$29.1M
|
+575,672
|
+151%
|
|
|
11
|
Bank of New York Mellon
New York
|
$43.6M
|
+$1.81M
|
+35,750
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$37.5M
|
-$13.3M
|
-263,021
|
-26%
|
|
|
13
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$35.4M
|
+$825K
|
+16,332
|
+2%
|
|
|
14
|
Acorns Advisers
Irvine,
California
|
$32.2M
|
+$809K
|
+16,025
|
+3%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$32M
|
-$1.55M
|
-30,606
|
-5%
|
|
|
16
|
MV Capital Management
Bethesda,
Maryland
|
$27M
|
-$1.63M
|
-32,275
|
-6%
|
|
|
17
|
BOK Financial Private Wealth
Denver,
Colorado
|
$26.3M
|
+$26.3M
|
+521,378
|
New
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$23.3M
|
+$2.36M
|
+46,713
|
+11%
|
|
|
19
|
Sand Hill Global Advisors
Palo Alto,
California
|
$23.2M
|
-$4.34M
|
-85,952
|
-16%
|
|
|
20
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$19.7M
|
+$15.2M
|
+301,412
|
+337%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$18.8M
|
-$1.11M
|
-21,963
|
-6%
|
|
|
22
|
Donaldson Capital Management
Evansville,
Indiana
|
$17.4M
|
+$5.2M
|
+102,895
|
+43%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$17.2M
|
-$21.1M
|
-418,107
|
-55%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$17.2M
|
+$3.54M
|
+70,013
|
+26%
|
|
|
25
|
Shufro Rose & Co
New York
|
$16.5M
|
+$15M
|
+297,945
|
+1,033%
|
|
