|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$732M
|
+$34.8M
|
+695,919
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$559M
|
-$89.3M
|
-1,788,018
|
-14%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$541M
|
+$76.4M
|
+1,528,222
|
+16%
|
|
|
4
|
SVB Wealth
Boston,
Massachusetts
|
$371M
|
-$374K
|
-7,492
|
-0.1%
|
|
|
5
|
|
$302M
|
+$134M
|
+2,684,984
|
+80%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$259M
|
+$16.6M
|
+332,671
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$211M
|
+$38.8M
|
+775,637
|
+23%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$173M
|
+$8.51M
|
+170,323
|
+5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$157M
|
+$156M
|
+3,131,598
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$64.3M
|
-$2.43M
|
-48,666
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$62M
|
+$29.9M
|
+598,012
|
+93%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$56.5M
|
-$578K
|
-11,562
|
-1%
|
|
|
13
|
BOK Financial
Tulsa,
Oklahoma
|
$51.7M
|
-$5.79M
|
-115,944
|
-10%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$47.6M
|
+$78.8K
|
+1,577
|
+0.2%
|
|
|
15
|
Congress Wealth Management
Boston,
Massachusetts
|
$47.5M
|
+$28.4M
|
+569,272
|
+150%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.7M
|
+$8.96M
|
+179,269
|
+25%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$42.4M
|
+$8.8M
|
+176,124
|
+26%
|
|
|
18
|
Acorns Advisers
Irvine,
California
|
$42.2M
|
+$1.11M
|
+22,296
|
+3%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$41.9M
|
+$6.38M
|
+127,691
|
+18%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$41.3M
|
+$36.1M
|
+721,569
|
+699%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$36.8M
|
-$3.2M
|
-63,948
|
-8%
|
|
|
22
|
Donaldson Capital Management
Evansville,
Indiana
|
$36.2M
|
+$9.96M
|
+199,312
|
+38%
|
|
|
23
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$33.6M
|
+$612K
|
+12,251
|
+2%
|
|
|
24
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$32.2M
|
-$27.8M
|
-555,957
|
-46%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.7M
|
-$5.7M
|
-114,091
|
-16%
|
|
