|
1
|
|
$490M
|
+$49M
|
+149,343
|
+12%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$283M
|
-$24.7M
|
-75,378
|
-8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$246M
|
-$6.93M
|
-21,151
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$230M
|
-$10.4M
|
-31,647
|
-4%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$176M
|
+$10.1M
|
+30,740
|
+6%
|
|
|
6
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$172M
|
-$3.15M
|
-9,613
|
-2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$164M
|
+$1.32M
|
+4,023
|
+0.8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$160M
|
-$27.1M
|
-82,562
|
-15%
|
|
|
9
|
|
$156M
|
-$3.93K
|
-12
|
-0%
|
|
|
10
|
Jordan Park Group
San Francisco,
California
|
$146M
|
+$8.11M
|
+24,727
|
+6%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$122M
|
+$9.48M
|
+28,912
|
+9%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$109M
|
+$2.91M
|
+8,865
|
+3%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$99.7M
|
-$927K
|
-2,829
|
-1%
|
|
|
14
|
|
$97.4M
|
-$813K
|
-2,480
|
-0.9%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$86.9M
|
+$31M
|
+94,633
|
+58%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$85M
|
+$4.96M
|
+15,144
|
+6%
|
|
|
17
|
Flower City Capital
Pittsford,
New York
|
$82.7M
|
+$1.09M
|
+3,311
|
+1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$75.7M
|
-$2.09M
|
-6,377
|
-3%
|
|
|
19
|
Summit Trail Advisors
New York
|
$72.1M
|
+$69.8M
|
+212,940
|
New
|
|
|
20
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$62.9M
|
+$60.8M
|
+185,576
|
New
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$59.9M
|
+$1.66M
|
+5,059
|
+3%
|
|
|
22
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$52.8M
|
-$560K
|
-1,707
|
-1%
|
|
|
23
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$50.9M
|
+$1.41M
|
+4,316
|
+3%
|
|
|
24
|
Hilltop Partners
Mishawaka,
Indiana
|
$46.8M
|
-$37M
|
-112,775
|
-45%
|
|
|
25
|
|
$42.4M
|
+$2.92M
|
+8,902
|
+8%
|
|
