|
1
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
-$24.4M
|
-482,748
|
-11%
|
|
|
2
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$204M
|
+$93.5M
|
+1,846,242
|
+85%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$203M
|
+$12.7M
|
+251,028
|
+7%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$180M
|
-$49.2M
|
-971,514
|
-21%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$146M
|
+$9M
|
+177,744
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$146M
|
+$20.3M
|
+400,009
|
+16%
|
|
|
7
|
|
$119M
|
+$64.9M
|
+1,282,516
|
+121%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$112M
|
+$6.23M
|
+122,975
|
+6%
|
|
|
9
|
Donaldson Capital Management
Evansville,
Indiana
|
$109M
|
+$3.18M
|
+62,775
|
+3%
|
|
|
10
|
Temasek Holdings
Singapore
|
$99.8M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.3M
|
-$6.64M
|
-131,052
|
-7%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$64.4M
|
+$4.46M
|
+88,083
|
+7%
|
|
|
13
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$59.6M
|
-$1.99M
|
-39,202
|
-3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$55.6M
|
-$7.42M
|
-146,470
|
-12%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$54.7M
|
+$39.5M
|
+780,439
|
+260%
|
|
|
16
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$54.5M
|
-$2.88M
|
-56,792
|
-5%
|
|
|
17
|
Foster Group
West Des Moines,
Iowa
|
$53.1M
|
+$4.09M
|
+80,699
|
+8%
|
|
|
18
|
Acorns Advisers
Irvine,
California
|
$51.4M
|
+$1.41M
|
+27,861
|
+3%
|
|
|
19
|
Iron Gate Global Advisors
Nsl,
Utah
|
$51.3M
|
+$8.7M
|
+171,741
|
+20%
|
|
|
20
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$40.2M
|
+$7.6M
|
+150,066
|
+23%
|
|
|
21
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$37M
|
+$3.03M
|
+59,894
|
+9%
|
|
|
22
|
Capital Advantage
Walnut Creek,
California
|
$36.3M
|
+$32M
|
+632,528
|
+737%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
+$1.53M
|
+30,176
|
+4%
|
|
|
24
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$35.8M
|
-$3.79M
|
-74,840
|
-10%
|
|
|
25
|
Cary Street Partners
Richmond,
Virginia
|
$30.2M
|
+$544K
|
+10,740
|
+2%
|
|
