|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$454M
|
-$17M
|
-336,947
|
-4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$209M
|
-$11.1M
|
-218,804
|
-5%
|
|
|
3
|
|
$184M
|
-$14.7M
|
-290,438
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
-$24.3M
|
-480,682
|
-13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$154M
|
-$6.05M
|
-119,699
|
-4%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$116M
|
+$4.05M
|
+80,048
|
+4%
|
|
|
7
|
|
$112M
|
-$7.07M
|
-139,726
|
-6%
|
|
|
8
|
Donaldson Capital Management
Evansville,
Indiana
|
$112M
|
+$10.7M
|
+211,071
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$84.2M
|
-$8.55M
|
-168,962
|
-9%
|
|
|
10
|
Renaissance Technologies
New York
|
$79.5M
|
+$1M
|
+19,800
|
+1%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$77M
|
+$2.71M
|
+53,542
|
+4%
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$58.5M
|
+$15.5M
|
+305,634
|
+36%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.8M
|
+$5.97M
|
+118,029
|
+12%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$54.2M
|
-$24M
|
-475,188
|
-31%
|
|
|
15
|
Acorns Advisers
Irvine,
California
|
$45.8M
|
+$1.38M
|
+27,198
|
+3%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$43.6M
|
+$43.4M
|
+858,315
|
New
|
|
|
17
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$42.3M
|
-$581K
|
-11,487
|
-1%
|
|
|
18
|
Foster Group
West Des Moines,
Iowa
|
$40.1M
|
+$988K
|
+19,525
|
+3%
|
|
|
19
|
Acute Investment Advisory
Mesa,
Arizona
|
$36.6M
|
-$723K
|
-14,302
|
-2%
|
|
|
20
|
Osborne Partners Capital Management
San Francisco,
California
|
$32.4M
|
-$583K
|
-11,529
|
-2%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$23.8M
|
+$5.98M
|
+118,188
|
+34%
|
|
|
22
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$23.6M
|
+$3.13M
|
+61,815
|
+15%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.7M
|
-$83K
|
-1,640
|
-0.4%
|
|
|
24
|
Cynosure Group
Salt Lake City,
Utah
|
$22.7M
|
-$673K
|
-13,310
|
-3%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.4M
|
-$13.8M
|
-273,256
|
-41%
|
|
