|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$464M
|
-$72.8M
|
-1,442,978
|
-14%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$280M
|
-$209M
|
-4,148,050
|
-43%
|
|
|
3
|
|
$224M
|
+$2.93M
|
+58,044
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$200M
|
-$24.7M
|
-489,980
|
-11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$176M
|
-$78.8M
|
-1,560,936
|
-31%
|
|
|
6
|
|
$133M
|
-$52.5M
|
-1,039,499
|
-28%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$116M
|
+$12.8M
|
+254,262
|
+12%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$97.9M
|
+$16.3M
|
+322,247
|
+20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$89.4M
|
+$14.1M
|
+278,457
|
+19%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$86.7M
|
-$9.15M
|
-181,227
|
-10%
|
|
|
11
|
Renaissance Technologies
New York
|
$78.3M
|
–
|
–
|
–
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$72.3M
|
+$70.8M
|
+1,403,250
|
+5,083%
|
|
|
13
|
Acute Investment Advisory
Mesa,
Arizona
|
$46.9M
|
+$1.94M
|
+38,371
|
+4%
|
|
|
14
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$44.2M
|
+$1.88M
|
+37,280
|
+4%
|
|
|
15
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$43.4M
|
+$2.66M
|
+52,694
|
+7%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$43.2M
|
+$362K
|
+7,172
|
+0.8%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.1M
|
-$29.8M
|
-590,853
|
-42%
|
|
|
18
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$40.7M
|
-$9.88M
|
-195,852
|
-20%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$39.9M
|
+$1M
|
+19,911
|
+3%
|
|
|
20
|
Capital Advantage
Walnut Creek,
California
|
$39.2M
|
+$3.68M
|
+72,953
|
+10%
|
|
|
21
|
Foster Group
West Des Moines,
Iowa
|
$37.6M
|
+$3.4M
|
+67,308
|
+10%
|
|
|
22
|
Osborne Partners Capital Management
San Francisco,
California
|
$35.1M
|
+$145K
|
+2,869
|
+0.4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.7M
|
+$684K
|
+13,557
|
+2%
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$31.4M
|
-$6.25M
|
-123,930
|
-17%
|
|
|
25
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$26.7M
|
+$4.21M
|
+83,434
|
+19%
|
|
