|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$641M
|
+$49.2M
|
+979,616
|
+8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$594M
|
+$16.4M
|
+326,273
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$319M
|
-$75M
|
-1,494,525
|
-19%
|
|
|
4
|
SignatureFD
Atlanta,
Georgia
|
$267M
|
+$2.82M
|
+56,249
|
+1%
|
|
|
5
|
|
$237M
|
+$81.8M
|
+1,629,206
|
+53%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$214M
|
-$9.77M
|
-194,502
|
-4%
|
|
|
7
|
|
$207M
|
+$3.34M
|
+66,502
|
+2%
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$153M
|
-$166M
|
-3,304,097
|
-52%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$96.8M
|
-$1.82M
|
-36,261
|
-2%
|
|
|
10
|
Donaldson Capital Management
Evansville,
Indiana
|
$65.8M
|
+$15.2M
|
+303,071
|
+30%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$64.2M
|
-$3.57M
|
-71,128
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.9M
|
+$2.55M
|
+50,749
|
+4%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$60.1M
|
+$1.27M
|
+25,353
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$51.3M
|
-$11.6M
|
-230,805
|
-18%
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$45.3M
|
-$166K
|
-3,315
|
-0.4%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$44.3M
|
-$3.84M
|
-76,534
|
-8%
|
|
|
17
|
Acorns Advisers
Irvine,
California
|
$42.1M
|
-$756K
|
-15,052
|
-2%
|
|
|
18
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$37.5M
|
+$1.46M
|
+29,158
|
+4%
|
|
|
19
|
Capital Advantage
Walnut Creek,
California
|
$37.5M
|
-$4.19M
|
-83,438
|
-10%
|
|
|
20
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$34.4M
|
+$1.95M
|
+38,923
|
+6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.4M
|
+$11.6M
|
+230,212
|
+53%
|
|
|
22
|
Renaissance Technologies
New York
|
$33.2M
|
-$1.61M
|
-32,000
|
-5%
|
|
|
23
|
Foster Group
West Des Moines,
Iowa
|
$32.5M
|
+$917K
|
+18,254
|
+3%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$32M
|
+$6.1M
|
+121,437
|
+24%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.4M
|
+$4.71M
|
+93,818
|
+18%
|
|
