|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$244M
|
+$69.4M
|
+1,374,321
|
+40%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$216M
|
-$22M
|
-434,859
|
-9%
|
|
|
3
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$214M
|
+$3.74M
|
+74,100
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
+$9.32M
|
+184,394
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$193M
|
+$22.8M
|
+450,234
|
+13%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$159M
|
+$147M
|
+2,908,587
|
+1,235%
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
$106M
|
+$102M
|
+2,021,916
|
+2,666%
|
|
|
8
|
Temasek Holdings
Singapore
|
$99.8M
|
–
|
–
|
–
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$98M
|
+$10.6M
|
+210,001
|
+12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94.3M
|
+$9.8M
|
+193,998
|
+12%
|
|
|
11
|
Donaldson Capital Management
Evansville,
Indiana
|
$86.4M
|
-$11M
|
-217,230
|
-11%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$69.7M
|
+$2.38M
|
+47,034
|
+4%
|
|
|
13
|
Iron Gate Global Advisors
Nsl,
Utah
|
$69.2M
|
+$9.6M
|
+190,053
|
+16%
|
|
|
14
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$68.8M
|
+$6.86M
|
+135,806
|
+11%
|
|
|
15
|
Summit Financial
Parsippany,
New Jersey
|
$60.8M
|
+$56.7M
|
+1,121,777
|
+1,380%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
$59.8M
|
+$3.14M
|
+62,177
|
+6%
|
|
|
17
|
Acorns Advisers
Irvine,
California
|
$54.4M
|
+$608K
|
+12,025
|
+1%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$54.3M
|
-$1.47M
|
-29,143
|
-3%
|
|
|
19
|
|
$52.6M
|
-$22.2M
|
-439,046
|
-30%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$47.8M
|
-$1.33M
|
-26,309
|
-3%
|
|
|
21
|
Macro Advisors
York,
Pennsylvania
|
$47M
|
+$15.2M
|
+301,241
|
+48%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.1M
|
+$25.7M
|
+509,399
|
+127%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.5M
|
-$1.22M
|
-24,124
|
-3%
|
|
|
24
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$41.1M
|
+$2.45M
|
+48,500
|
+6%
|
|
|
25
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$38.5M
|
-$6.64M
|
-131,487
|
-15%
|
|
