|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$237M
|
-$519K
|
-2,723
|
-0.2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$153M
|
+$49.1M
|
+257,663
|
+51%
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$144M
|
+$254K
|
+1,332
|
+0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$121M
|
+$559K
|
+2,932
|
+0.5%
|
|
|
5
|
Daido Life Insurance Company
Osaka,
Japan
|
$97.6M
|
-$96.9M
|
-508,407
|
-51%
|
|
|
6
|
Austin Private Wealth
Austin,
Texas
|
$80.6M
|
+$1.25M
|
+6,538
|
+2%
|
|
|
7
|
|
$75.3M
|
+$15.1M
|
+79,034
|
+27%
|
|
|
8
|
|
$69M
|
-$1.1M
|
-5,780
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$62.2M
|
+$8.18M
|
+42,914
|
+16%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$57M
|
-$1.1M
|
-5,748
|
-2%
|
|
|
11
|
|
$47.5M
|
+$12.7M
|
+66,855
|
+40%
|
|
|
12
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$44.4M
|
+$1.52M
|
+7,963
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.8M
|
-$1.03M
|
-5,413
|
-2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$39.3M
|
+$2.47M
|
+12,942
|
+7%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$33.7M
|
-$1.02M
|
-5,370
|
-3%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.9M
|
+$382K
|
+2,002
|
+1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$31.6M
|
-$1.95M
|
-10,208
|
-6%
|
|
|
18
|
SigFig Wealth Management
San Francisco,
California
|
$27.4M
|
-$3.17M
|
-16,625
|
-11%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$26.4M
|
+$3.42M
|
+17,934
|
+16%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$25.1M
|
-$916K
|
-4,803
|
-4%
|
|
|
21
|
Hilltop Partners
Mishawaka,
Indiana
|
$24.8M
|
+$122K
|
+641
|
+0.5%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$24.5M
|
-$1.29M
|
-6,748
|
-5%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.2M
|
-$11.8M
|
-61,774
|
-34%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$23.5M
|
-$1.02M
|
-5,336
|
-4%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$23M
|
+$457K
|
+2,395
|
+2%
|
|
