|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$535M
|
-$81.6M
|
-1,621,248
|
-13%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$487M
|
-$110M
|
-2,187,754
|
-18%
|
|
|
3
|
SignatureFD
Atlanta,
Georgia
|
$287M
|
+$6.61M
|
+131,436
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$254M
|
-$2.14M
|
-42,608
|
-0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$224M
|
+$11.8M
|
+234,750
|
+6%
|
|
|
6
|
|
$220M
|
-$949K
|
-18,868
|
-0.4%
|
|
|
7
|
|
$185M
|
-$21.8M
|
-434,248
|
-11%
|
|
|
8
|
Donaldson Capital Management
Evansville,
Indiana
|
$103M
|
+$17.4M
|
+345,756
|
+20%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$95.5M
|
+$684K
|
+13,605
|
+0.7%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$81.3M
|
+$15.6M
|
+309,284
|
+24%
|
|
|
11
|
Renaissance Technologies
New York
|
$78M
|
+$27.5M
|
+547,200
|
+55%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$75M
|
+$12.1M
|
+240,987
|
+19%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.7M
|
+$3.05M
|
+60,569
|
+5%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$58.4M
|
+$1.59M
|
+31,609
|
+3%
|
|
|
15
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$50.4M
|
+$50.4M
|
+1,000,950
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.5M
|
-$9.7M
|
-192,827
|
-17%
|
|
|
17
|
Acute Investment Advisory
Mesa,
Arizona
|
$44.8M
|
+$2.48M
|
+49,258
|
+6%
|
|
|
18
|
Acorns Advisers
Irvine,
California
|
$42.6M
|
+$427K
|
+8,483
|
+1%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$42.2M
|
+$10.2M
|
+202,534
|
+32%
|
|
|
20
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$40.5M
|
+$3M
|
+59,657
|
+8%
|
|
|
21
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$38.8M
|
-$7.03M
|
-139,690
|
-15%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$37.5M
|
-$58M
|
-1,152,152
|
-61%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$35.5M
|
-$1.85M
|
-36,718
|
-5%
|
|
|
24
|
Osborne Partners Capital Management
San Francisco,
California
|
$34.8M
|
+$9M
|
+178,891
|
+35%
|
|
|
25
|
Foster Group
West Des Moines,
Iowa
|
$34M
|
–
|
–
|
–
|
|
