|
1
|
Bank of America
Charlotte,
North Carolina
|
$230M
|
+$27.3M
|
+538,131
|
+13%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$230M
|
-$56.1M
|
-1,108,697
|
-20%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$191M
|
+$11.1M
|
+218,960
|
+6%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$137M
|
+$3.57M
|
+70,537
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$126M
|
+$2.94M
|
+58,003
|
+2%
|
|
|
6
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$111M
|
-$2.08M
|
-41,152
|
-2%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$106M
|
-$5M
|
-98,676
|
-5%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$105M
|
+$23.3M
|
+459,547
|
+28%
|
|
|
9
|
Temasek Holdings
Singapore
|
$100M
|
+$100M
|
+1,973,943
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91.2M
|
-$14.3M
|
-283,338
|
-14%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$63.2M
|
+$12.2M
|
+241,825
|
+24%
|
|
|
12
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$61.7M
|
+$942K
|
+18,599
|
+2%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$60.1M
|
+$2.54M
|
+50,204
|
+4%
|
|
|
14
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$57.6M
|
+$1.59M
|
+31,323
|
+3%
|
|
|
15
|
|
$54M
|
+$590K
|
+11,656
|
+1%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$50.1M
|
+$663K
|
+13,084
|
+1%
|
|
|
17
|
Foster Group
West Des Moines,
Iowa
|
$49.2M
|
+$2.35M
|
+46,429
|
+5%
|
|
|
18
|
Iron Gate Global Advisors
Nsl,
Utah
|
$42.8M
|
+$1.3M
|
+25,736
|
+3%
|
|
|
19
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$39.7M
|
+$580K
|
+11,458
|
+1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.6M
|
-$3.18M
|
-62,706
|
-8%
|
|
|
21
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$34.1M
|
-$4.9M
|
-96,720
|
-13%
|
|
|
22
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$32.8M
|
+$32.7M
|
+645,367
|
New
|
|
|
23
|
Cary Street Partners
Richmond,
Virginia
|
$29.7M
|
+$5.53M
|
+109,146
|
+23%
|
|
|
24
|
Bogart Wealth LLC
Mclean,
Virginia
|
$28M
|
+$654K
|
+12,910
|
+2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.5M
|
+$7.31M
|
+144,420
|
+36%
|
|
