|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$591M
|
-$144M
|
-2,872,565
|
-20%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$577M
|
+$34.3M
|
+684,110
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$394M
|
-$167M
|
-3,323,151
|
-30%
|
|
|
4
|
SVB Wealth
Boston,
Massachusetts
|
$319M
|
-$53.7M
|
-1,071,472
|
-14%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$263M
|
+$2.93M
|
+58,381
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$223M
|
+$11.3M
|
+225,421
|
+5%
|
|
|
7
|
|
$204M
|
-$99.6M
|
-1,984,563
|
-33%
|
|
|
8
|
|
$155M
|
+$153M
|
+3,055,107
|
+14,631%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$98.5M
|
-$58.8M
|
-1,171,841
|
-37%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$67.7M
|
+$5.42M
|
+108,043
|
+9%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$62.8M
|
-$1.73M
|
-34,514
|
-3%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$58.8M
|
+$2.04M
|
+40,620
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.3M
|
+$13.5M
|
+268,411
|
+30%
|
|
|
14
|
Donaldson Capital Management
Evansville,
Indiana
|
$50.5M
|
+$14.2M
|
+282,738
|
+39%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.1M
|
+$5.64M
|
+112,432
|
+13%
|
|
|
16
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$45.4M
|
+$3.92M
|
+78,178
|
+9%
|
|
|
17
|
Acorns Advisers
Irvine,
California
|
$42.8M
|
+$381K
|
+7,588
|
+0.9%
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$41.6M
|
-$6M
|
-119,615
|
-13%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.6M
|
+$621K
|
+12,387
|
+2%
|
|
|
20
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$36M
|
+$2.29M
|
+45,567
|
+7%
|
|
|
21
|
Renaissance Technologies
New York
|
$34.8M
|
+$34.7M
|
+692,300
|
New
|
|
|
22
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$32.4M
|
+$34.9K
|
+695
|
+0.1%
|
|
|
23
|
Tempus Wealth Planning
Irvine,
California
|
$32.2M
|
+$27.9M
|
+556,920
|
+671%
|
|
|
24
|
Foster Group
West Des Moines,
Iowa
|
$31.6M
|
+$31.5M
|
+628,216
|
New
|
|
|
25
|
Bell Investment Advisors
Oakland,
California
|
$26.7M
|
+$960K
|
+19,128
|
+4%
|
|
