|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$209M
|
+$232M
|
+1,277,805
|
+35,357%
|
|
|
2
|
Daido Life Insurance Company
Osaka,
Japan
|
$162M
|
–
|
–
|
–
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$128M
|
+$4.03M
|
+22,237
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$93.1M
|
-$16.5M
|
-91,100
|
-14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$74.4M
|
-$2.8M
|
-15,418
|
-3%
|
|
|
6
|
Austin Private Wealth
Austin,
Texas
|
$64.6M
|
-$5.6M
|
-30,857
|
-7%
|
|
|
7
|
|
$50.9M
|
+$720K
|
+3,970
|
+1%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$47.4M
|
-$328K
|
-1,810
|
-0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.9M
|
-$1.25M
|
-6,889
|
-3%
|
|
|
10
|
|
$30.4M
|
+$1.65M
|
+9,120
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
+$2.67M
|
+14,737
|
+9%
|
|
|
12
|
|
$27.8M
|
-$213K
|
-1,175
|
-0.7%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$27M
|
-$3.38M
|
-18,616
|
-10%
|
|
|
14
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$26.3M
|
+$4.11M
|
+22,671
|
+16%
|
|
|
15
|
Shilanski & Associates
Anchorage,
Alaska
|
$26.3M
|
+$29.2M
|
+161,272
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.9M
|
+$6M
|
+33,088
|
+26%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.1M
|
+$66K
|
+364
|
+0.2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$21.8M
|
+$1.51M
|
+8,348
|
+7%
|
|
|
19
|
|
$21.5M
|
+$5.85M
|
+32,243
|
+32%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$21.4M
|
+$989K
|
+5,456
|
+4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$19.1M
|
+$6.07M
|
+33,453
|
+40%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.7M
|
-$9.27M
|
-51,107
|
-32%
|
|
|
23
|
Flower City Capital
Pittsford,
New York
|
$17.7M
|
+$19.5M
|
+107,587
|
New
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.6M
|
-$1.93M
|
-10,649
|
-9%
|
|
|
25
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16.8M
|
+$1.49M
|
+8,219
|
+9%
|
|
