|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$286M
|
+$94.7M
|
+1,873,462
|
+50%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$28.4M
|
+561,690
|
+16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$180M
|
+$9.3M
|
+183,977
|
+5%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$134M
|
-$17.3M
|
-341,316
|
-11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$123M
|
+$20.4M
|
+402,676
|
+20%
|
|
|
6
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$113M
|
-$1.56M
|
-30,890
|
-1%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$111M
|
-$13.3M
|
-263,019
|
-11%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106M
|
-$22M
|
-434,338
|
-17%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$81.9M
|
+$40.4M
|
+798,102
|
+98%
|
|
|
10
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$60.8M
|
+$3.23M
|
+63,935
|
+6%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$57.5M
|
-$174K
|
-3,435
|
-0.3%
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$56M
|
-$1.35M
|
-26,713
|
-2%
|
|
|
13
|
|
$53.3M
|
-$13.8M
|
-273,584
|
-21%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$50.9M
|
+$7.77M
|
+153,726
|
+18%
|
|
|
15
|
Sand Hill Global Advisors
Palo Alto,
California
|
$50.5M
|
+$30.8M
|
+608,720
|
+157%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$49.4M
|
+$203K
|
+4,005
|
+0.4%
|
|
|
17
|
Foster Group
West Des Moines,
Iowa
|
$46.8M
|
+$4.4M
|
+86,930
|
+10%
|
|
|
18
|
Iron Gate Global Advisors
Nsl,
Utah
|
$41.5M
|
+$6.69M
|
+132,215
|
+19%
|
|
|
19
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$39.1M
|
-$38.5M
|
-761,739
|
-50%
|
|
|
20
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$38.9M
|
+$3.41M
|
+67,344
|
+10%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.7M
|
-$19.6M
|
-387,694
|
-34%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.6M
|
+$818K
|
+16,176
|
+3%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$30.7M
|
+$8.59M
|
+169,937
|
+39%
|
|
|
24
|
Osborne Partners Capital Management
San Francisco,
California
|
$28.5M
|
-$5.47M
|
-108,204
|
-16%
|
|
|
25
|
Bogart Wealth LLC
Mclean,
Virginia
|
$27.3M
|
+$27.2M
|
+537,164
|
+35,224%
|
|
