|
1
|
UBS Group
Zurich,
Switzerland
|
$238M
|
+$34.4M
|
+678,776
|
+17%
|
|
|
2
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$210M
|
+$6.52M
|
+128,873
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
-$16.6M
|
-328,023
|
-8%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$174M
|
-$6.08M
|
-120,012
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$171M
|
+$24.7M
|
+487,033
|
+17%
|
|
|
6
|
Temasek Holdings
Singapore
|
$99.9M
|
–
|
–
|
–
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$97.5M
|
-$11.4M
|
-224,762
|
-10%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$87.7M
|
-$58.5M
|
-1,155,094
|
-40%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.6M
|
+$209K
|
+4,135
|
+0.2%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$77.4M
|
-$99.4M
|
-1,962,763
|
-89%
|
|
|
11
|
|
$74.8M
|
-$43.9M
|
-867,292
|
-37%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$67.3M
|
+$11.7M
|
+231,499
|
+21%
|
|
|
13
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$62M
|
+$2.39M
|
+47,192
|
+4%
|
|
|
14
|
Iron Gate Global Advisors
Nsl,
Utah
|
$59.6M
|
+$8.26M
|
+163,174
|
+16%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$56.7M
|
+$3.55M
|
+70,089
|
+7%
|
|
|
16
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$55.8M
|
+$1.25M
|
+24,778
|
+2%
|
|
|
17
|
Acorns Advisers
Irvine,
California
|
$53.8M
|
+$2.37M
|
+46,906
|
+5%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$49.1M
|
-$15.3M
|
-301,869
|
-24%
|
|
|
19
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$45.2M
|
+$4.97M
|
+98,141
|
+12%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.7M
|
+$7.74M
|
+152,960
|
+22%
|
|
|
21
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$38.7M
|
+$1.69M
|
+33,311
|
+5%
|
|
|
22
|
Capital Advantage
Walnut Creek,
California
|
$37M
|
+$686K
|
+13,551
|
+2%
|
|
|
23
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$36M
|
+$158K
|
+3,120
|
+0.4%
|
|
|
24
|
Cary Street Partners
Richmond,
Virginia
|
$34.6M
|
+$4.46M
|
+88,081
|
+15%
|
|
|
25
|
Macro Advisors
York,
Pennsylvania
|
$31.8M
|
+$31.8M
|
+628,366
|
New
|
|
