|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$617M
|
-$24.8M
|
-493,212
|
-4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$598M
|
+$2.68M
|
+53,382
|
+0.5%
|
|
|
3
|
SignatureFD
Atlanta,
Georgia
|
$280M
|
+$13M
|
+258,151
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$256M
|
-$63.6M
|
-1,265,287
|
-20%
|
|
|
5
|
|
$221M
|
+$13.8M
|
+274,497
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$213M
|
-$1.26M
|
-25,079
|
-0.6%
|
|
|
7
|
|
$207M
|
-$30.3M
|
-603,602
|
-13%
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$95.6M
|
-$57.2M
|
-1,137,545
|
-37%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$94.9M
|
-$2.02M
|
-40,126
|
-2%
|
|
|
10
|
Donaldson Capital Management
Evansville,
Indiana
|
$85.4M
|
+$19.4M
|
+386,341
|
+30%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.7M
|
+$6.65M
|
+132,316
|
+11%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$65.8M
|
+$21.4M
|
+425,495
|
+48%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$62.9M
|
-$1.37M
|
-27,334
|
-2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.2M
|
+$26.7M
|
+531,927
|
+88%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$56.8M
|
-$3.42M
|
-68,026
|
-6%
|
|
|
16
|
Renaissance Technologies
New York
|
$50.5M
|
+$17.2M
|
+341,500
|
+52%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$45.8M
|
+$492K
|
+9,782
|
+1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$44.2M
|
-$7.12M
|
-141,745
|
-14%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42.9M
|
+$9.41M
|
+187,246
|
+28%
|
|
|
20
|
Acute Investment Advisory
Mesa,
Arizona
|
$42.3M
|
+$42.2M
|
+840,540
|
New
|
|
|
21
|
Acorns Advisers
Irvine,
California
|
$42.2M
|
+$78.7K
|
+1,566
|
+0.2%
|
|
|
22
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$37.5M
|
-$70.8K
|
-1,408
|
-0.2%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$37.4M
|
-$296K
|
-5,895
|
-0.8%
|
|
|
24
|
Tempus Wealth Planning
Irvine,
California
|
$35M
|
+$18.3M
|
+363,946
|
+110%
|
|
|
25
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$34.8M
|
+$311K
|
+6,185
|
+0.9%
|
|
