|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$220M
|
+$7.83K
|
+43
|
+0%
|
|
|
2
|
Daido Life Insurance Company
Osaka,
Japan
|
$185M
|
–
|
–
|
–
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$133M
|
-$14.7M
|
-80,864
|
-10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$111M
|
-$11.8M
|
-64,980
|
-10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$93.3M
|
+$78.4M
|
+430,604
|
+616%
|
|
|
6
|
Austin Private Wealth
Austin,
Texas
|
$73.3M
|
+$2.47M
|
+13,582
|
+4%
|
|
|
7
|
|
$64.8M
|
+$94.5K
|
+519
|
+0.1%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$57.8M
|
+$78.3M
|
+430,142
|
+33,344%
|
|
|
9
|
|
$54.9M
|
-$9.87M
|
-54,175
|
-16%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$53.8M
|
-$132K
|
-726
|
-0.3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$49.5M
|
-$111M
|
-610,411
|
-70%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.6M
|
-$5.68M
|
-31,193
|
-13%
|
|
|
13
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$39.5M
|
+$1.67M
|
+9,156
|
+5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.9M
|
+$1.24M
|
+6,794
|
+4%
|
|
|
15
|
Bank of New York Mellon
New York
|
$33.9M
|
-$242M
|
-1,329,851
|
-88%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$32.1M
|
+$2.65M
|
+14,554
|
+9%
|
|
|
17
|
|
$31.5M
|
-$6.08M
|
-33,363
|
-17%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$31.1M
|
-$5.19M
|
-28,475
|
-15%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.1M
|
-$1.64M
|
-9,028
|
-5%
|
|
|
20
|
SigFig Wealth Management
San Francisco,
California
|
$28.7M
|
+$28M
|
+153,860
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$24.1M
|
+$1.52M
|
+8,373
|
+7%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$23.9M
|
-$3.75M
|
-20,602
|
-14%
|
|
|
23
|
Evoke Wealth
Los Angeles,
California
|
$22.9M
|
-$14.4M
|
-79,180
|
-39%
|
|
|
24
|
Hilltop Partners
Mishawaka,
Indiana
|
$22.8M
|
+$921K
|
+5,055
|
+4%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$22.8M
|
-$574K
|
-3,153
|
-3%
|
|
