|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$469M
|
+$5.07M
|
+100,445
|
+1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$219M
|
-$60.2M
|
-1,193,519
|
-22%
|
|
|
3
|
|
$198M
|
-$26.3M
|
-521,121
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$11.6M
|
+230,708
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$160M
|
-$40.4M
|
-801,251
|
-20%
|
|
|
6
|
|
$119M
|
-$14M
|
-277,937
|
-11%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$112M
|
+$13.9M
|
+276,530
|
+14%
|
|
|
8
|
Donaldson Capital Management
Evansville,
Indiana
|
$101M
|
-$15.4M
|
-304,704
|
-13%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$92.4M
|
+$3.04M
|
+60,304
|
+3%
|
|
|
10
|
Renaissance Technologies
New York
|
$78.2M
|
-$55.5K
|
-1,100
|
-0.1%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$78M
|
-$8.67M
|
-171,891
|
-10%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$73.9M
|
+$1.64M
|
+32,451
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.6M
|
+$7.48M
|
+148,400
|
+18%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$46.9M
|
+$7.7M
|
+152,636
|
+20%
|
|
|
15
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$46.3M
|
+$3M
|
+59,436
|
+7%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$44.2M
|
+$1.1M
|
+21,741
|
+3%
|
|
|
17
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$42.8M
|
-$1.39M
|
-27,542
|
-3%
|
|
|
18
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$42.7M
|
+$2.05M
|
+40,616
|
+5%
|
|
|
19
|
Foster Group
West Des Moines,
Iowa
|
$39M
|
+$1.43M
|
+28,355
|
+4%
|
|
|
20
|
Acute Investment Advisory
Mesa,
Arizona
|
$37.2M
|
-$9.7M
|
-192,256
|
-21%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.1M
|
-$569K
|
-11,278
|
-2%
|
|
|
22
|
Osborne Partners Capital Management
San Francisco,
California
|
$32.8M
|
-$2.22M
|
-43,992
|
-6%
|
|
|
23
|
Gratus Capital
Atlanta,
Georgia
|
$27.8M
|
+$17.3M
|
+342,237
|
+164%
|
|
|
24
|
Cynosure Group
Salt Lake City,
Utah
|
$23.3M
|
-$736K
|
-14,599
|
-3%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.7M
|
-$1.75M
|
-34,759
|
-7%
|
|
