|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$697M
|
+$22.5M
|
+447,334
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$594M
|
+$317M
|
+6,312,254
|
+114%
|
|
|
3
|
SVB Wealth
Boston,
Massachusetts
|
$391M
|
+$391M
|
+7,782,994
|
+193,366%
|
|
|
4
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$172M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$150M
|
+$20.9M
|
+416,182
|
+16%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$136M
|
+$136M
|
+2,709,574
|
+489,093%
|
|
|
7
|
|
$91.8M
|
-$157M
|
-3,115,945
|
-63%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$72.5M
|
+$25.2M
|
+500,577
|
+53%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.5M
|
-$2M
|
-39,831
|
-3%
|
|
|
10
|
BOK Financial
Tulsa,
Oklahoma
|
$63.7M
|
+$17.9M
|
+355,740
|
+39%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$61.7M
|
-$172M
|
-3,428,949
|
-74%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$52M
|
+$18.9M
|
+376,437
|
+57%
|
|
|
13
|
Bank of New York Mellon
New York
|
$49.3M
|
-$408K
|
-8,117
|
-0.8%
|
|
|
14
|
SP Asset Management
Cupertino,
California
|
$38.3M
|
-$7.29M
|
-145,049
|
-16%
|
|
|
15
|
Acorns Advisers
Irvine,
California
|
$36.4M
|
+$3.2M
|
+63,592
|
+10%
|
|
|
16
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$35.5M
|
+$1.91M
|
+38,038
|
+6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.5M
|
+$23.9M
|
+474,978
|
+223%
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$33M
|
+$33.1M
|
+658,065
|
New
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32M
|
+$27.3M
|
+543,666
|
+579%
|
|
|
20
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$29.6M
|
+$5.21M
|
+103,573
|
+21%
|
|
|
21
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$29.6M
|
-$2.16M
|
-42,969
|
-7%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$26.6M
|
-$1.22M
|
-24,333
|
-4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$26.6M
|
-$21.8M
|
-432,969
|
-45%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$25.6M
|
-$482K
|
-9,597
|
-2%
|
|
|
25
|
BOK Financial Private Wealth
Denver,
Colorado
|
$24.8M
|
+$1.13M
|
+22,539
|
+5%
|
|
