|
1
|
Bank of America
Charlotte,
North Carolina
|
$766M
|
+$173M
|
+3,448,345
|
+29%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$724M
|
+$28.7M
|
+573,577
|
+4%
|
|
|
3
|
SVB Wealth
Boston,
Massachusetts
|
$363M
|
-$27.1M
|
-541,235
|
-7%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$260M
|
+$189M
|
+3,773,723
|
+265%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$198M
|
+$62.1M
|
+1,240,054
|
+46%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$155M
|
+$5.65M
|
+112,726
|
+4%
|
|
|
7
|
|
$95.5M
|
+$3.87M
|
+77,301
|
+4%
|
|
|
8
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$87.7M
|
+$58.2M
|
+1,161,272
|
+197%
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$72M
|
-$319K
|
-6,372
|
-0.4%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$70.6M
|
+$18.8M
|
+374,469
|
+36%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$69.5M
|
+$8.03M
|
+160,249
|
+13%
|
|
|
12
|
BOK Financial
Tulsa,
Oklahoma
|
$63.9M
|
+$367K
|
+7,334
|
+0.6%
|
|
|
13
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$58.4M
|
+$58.5M
|
+1,167,639
|
New
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$53.3M
|
+$41.2M
|
+822,067
|
+339%
|
|
|
15
|
|
$47.7M
|
+$47.7M
|
+952,753
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$44.2M
|
-$5.02M
|
-100,223
|
-10%
|
|
|
17
|
Acorns Advisers
Irvine,
California
|
$40.1M
|
+$3.78M
|
+75,531
|
+10%
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$36.6M
|
+$30.6M
|
+611,321
|
+506%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.1M
|
+$1.73M
|
+34,482
|
+5%
|
|
|
20
|
MV Capital Management
Bethesda,
Maryland
|
$34.1M
|
+$7.56M
|
+151,044
|
+28%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$33.7M
|
+$8.16M
|
+162,854
|
+32%
|
|
|
22
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$33.4M
|
-$2.07M
|
-41,425
|
-6%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.9M
|
+$32M
|
+638,552
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.9M
|
-$1.02M
|
-20,296
|
-3%
|
|
|
25
|
SP Asset Management
Cupertino,
California
|
$30.5M
|
-$7.73M
|
-154,333
|
-20%
|
|
