|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$191M
|
-$13.5M
|
-267,606
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
-$10.6M
|
-209,617
|
-6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$171M
|
+$8.35M
|
+165,190
|
+5%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$151M
|
+$27.6M
|
+544,950
|
+22%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128M
|
-$35.2M
|
-695,633
|
-22%
|
|
|
6
|
Donaldson Capital Management
Evansville,
Indiana
|
$124M
|
+$10.6M
|
+210,389
|
+9%
|
|
|
7
|
Renaissance Technologies
New York
|
$114M
|
+$22.9M
|
+453,700
|
+25%
|
|
|
8
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$114M
|
+$3.6M
|
+71,169
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$103M
|
+$15.8M
|
+311,875
|
+18%
|
|
|
10
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$77.7M
|
+$77.5M
|
+1,532,455
|
New
|
|
|
11
|
|
$67.2M
|
+$15.2M
|
+299,879
|
+29%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$57.7M
|
+$1.67M
|
+33,110
|
+3%
|
|
|
13
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$57.5M
|
+$57.3M
|
+1,134,105
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.4M
|
+$5.62M
|
+111,102
|
+11%
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$57.3M
|
+$1.91M
|
+37,833
|
+3%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$49.2M
|
+$2.61M
|
+51,570
|
+6%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$43.1M
|
-$32.3M
|
-637,897
|
-43%
|
|
|
18
|
Constellation Investments
Montgomery,
Ohio
|
$42.9M
|
-$15.3M
|
-302,779
|
-26%
|
|
|
19
|
Foster Group
West Des Moines,
Iowa
|
$42.3M
|
+$467K
|
+9,228
|
+1%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$41.5M
|
+$33.4M
|
+661,031
|
+422%
|
|
|
21
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$35.5M
|
+$21.3M
|
+421,925
|
+151%
|
|
|
22
|
Iron Gate Global Advisors
Nsl,
Utah
|
$34.7M
|
+$4.99M
|
+98,751
|
+17%
|
|
|
23
|
Osborne Partners Capital Management
San Francisco,
California
|
$33.9M
|
+$4.82M
|
+95,407
|
+17%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.8M
|
+$21.5M
|
+425,150
|
+211%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$29.3M
|
-$3.61M
|
-71,349
|
-11%
|
|
