|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$697M
|
-$26.5M
|
-530,462
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$648M
|
-$117M
|
-2,345,489
|
-15%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$464M
|
+$204M
|
+4,075,505
|
+78%
|
|
|
4
|
SVB Wealth
Boston,
Massachusetts
|
$371M
|
+$8.62M
|
+172,241
|
+2%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$243M
|
+$45.1M
|
+902,325
|
+23%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$172M
|
+$17M
|
+339,742
|
+11%
|
|
|
7
|
|
$168M
|
+$72.1M
|
+1,441,212
|
+76%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$165M
|
+$92.8M
|
+1,853,807
|
+129%
|
|
|
9
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$91.4M
|
+$3.75M
|
+74,989
|
+4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$66.7M
|
-$2.84M
|
-56,671
|
-4%
|
|
|
11
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$60M
|
+$1.63M
|
+32,615
|
+3%
|
|
|
12
|
BOK Financial
Tulsa,
Oklahoma
|
$57.5M
|
-$6.4M
|
-127,951
|
-10%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$57.1M
|
-$13.5M
|
-270,114
|
-19%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$47.5M
|
+$10.8M
|
+216,559
|
+30%
|
|
|
15
|
Bank of New York Mellon
New York
|
$45.2M
|
+$1.03M
|
+20,656
|
+2%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$41.1M
|
+$1.05M
|
+21,036
|
+3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40M
|
+$29.6M
|
+592,141
|
+286%
|
|
|
18
|
|
$36.9M
|
-$10.8M
|
-215,615
|
-23%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.4M
|
+$5.55M
|
+110,905
|
+18%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.7M
|
-$454K
|
-9,067
|
-1%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$35.5M
|
-$17.8M
|
-355,570
|
-33%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$34M
|
-$32.7K
|
-653
|
-0.1%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.4M
|
+$1.48M
|
+29,569
|
+5%
|
|
|
24
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$33M
|
-$392K
|
-7,844
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$32.1M
|
-$1.64M
|
-32,854
|
-5%
|
|
