|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$653M
|
+$180M
|
+3,558,005
|
+38%
|
|
|
2
|
SVB Wealth
Boston,
Massachusetts
|
$400M
|
-$9.24M
|
-182,975
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$296M
|
+$43.4M
|
+860,239
|
+17%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$213M
|
+$38.9M
|
+770,049
|
+22%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$128M
|
+$14.4M
|
+284,679
|
+13%
|
|
|
6
|
|
$96.2M
|
+$5.84M
|
+115,553
|
+6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91.1M
|
+$698K
|
+13,823
|
+0.8%
|
|
|
8
|
SP Asset Management
Cupertino,
California
|
$61.6M
|
-$14M
|
-276,658
|
-18%
|
|
|
9
|
Bank of New York Mellon
New York
|
$48.4M
|
+$4.77M
|
+94,548
|
+11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$35.9M
|
-$1.56M
|
-30,833
|
-4%
|
|
|
11
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$35.1M
|
-$290K
|
-5,748
|
-0.8%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$33.4M
|
+$1.16M
|
+22,966
|
+4%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$32.3M
|
+$276K
|
+5,463
|
+0.9%
|
|
|
14
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$32.2M
|
+$31M
|
+613,712
|
+2,626%
|
|
|
15
|
MV Capital Management
Bethesda,
Maryland
|
$28.1M
|
+$1.03M
|
+20,314
|
+4%
|
|
|
16
|
BOK Financial Private Wealth
Denver,
Colorado
|
$27.2M
|
+$911K
|
+18,033
|
+3%
|
|
|
17
|
BOK Financial
Tulsa,
Oklahoma
|
$26.1M
|
+$26.1M
|
+516,682
|
New
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$25.6M
|
+$2.27M
|
+44,891
|
+10%
|
|
|
19
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$24.9M
|
-$200M
|
-3,959,000
|
-89%
|
|
|
20
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$23.6M
|
+$3.84M
|
+76,001
|
+19%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.5M
|
+$11.4M
|
+226,297
|
+114%
|
|
|
22
|
Sand Hill Global Advisors
Palo Alto,
California
|
$21.3M
|
-$1.8M
|
-35,720
|
-8%
|
|
|
23
|
Donaldson Capital Management
Evansville,
Indiana
|
$21.2M
|
+$3.77M
|
+74,645
|
+22%
|
|
|
24
|
Bell Investment Advisors
Oakland,
California
|
$19.5M
|
+$19.5M
|
+386,899
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$18.5M
|
+$1.28M
|
+25,442
|
+7%
|
|
