|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$678M
|
+$25.7M
|
+508,684
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$279M
|
-$15.9M
|
-315,611
|
-5%
|
|
|
3
|
|
$249M
|
+$153M
|
+3,043,370
|
+160%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$235M
|
+$21.9M
|
+433,494
|
+10%
|
|
|
5
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$172M
|
+$148M
|
+2,929,000
|
+594%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$130M
|
+$1.84M
|
+36,437
|
+1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.9M
|
-$17M
|
-337,547
|
-19%
|
|
|
8
|
Bank of New York Mellon
New York
|
$50M
|
+$1.69M
|
+33,526
|
+4%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$48.5M
|
+$30.1M
|
+597,280
|
+163%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$47.6M
|
+$45.7M
|
+905,564
|
+2,265%
|
|
|
11
|
BOK Financial
Tulsa,
Oklahoma
|
$46M
|
+$20M
|
+397,104
|
+77%
|
|
|
12
|
SP Asset Management
Cupertino,
California
|
$45.7M
|
-$15.8M
|
-312,796
|
-26%
|
|
|
13
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$33.8M
|
-$1.26M
|
-24,912
|
-4%
|
|
|
14
|
Acorns Advisers
Irvine,
California
|
$33.3M
|
+$54.3K
|
+1,076
|
+0.2%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$33.3M
|
+$1.07M
|
+21,265
|
+3%
|
|
|
16
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$31.9M
|
-$198K
|
-3,929
|
-0.6%
|
|
|
17
|
MV Capital Management
Bethesda,
Maryland
|
$28M
|
-$31.9K
|
-633
|
-0.1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$26.2M
|
-$9.62M
|
-190,756
|
-27%
|
|
|
19
|
Congress Wealth Management
Boston,
Massachusetts
|
$25.3M
|
+$25.4M
|
+502,859
|
New
|
|
|
20
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$24.8M
|
-$749K
|
-14,852
|
-3%
|
|
|
21
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$24.6M
|
+$1.04M
|
+20,617
|
+4%
|
|
|
22
|
BOK Financial Private Wealth
Denver,
Colorado
|
$23.8M
|
-$3.43M
|
-68,038
|
-13%
|
|
|
23
|
|
$22.8M
|
+$22.8M
|
+452,706
|
New
|
|
|
24
|
Donaldson Capital Management
Evansville,
Indiana
|
$21.9M
|
+$751K
|
+14,890
|
+4%
|
|
|
25
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$21.5M
|
+$4.34M
|
+86,031
|
+25%
|
|
