|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$231M
|
+$1.78M
|
+8,786
|
+0.7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$150M
|
+$2.23M
|
+11,012
|
+1%
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$146M
|
+$7.56M
|
+37,369
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$112M
|
-$4.61M
|
-22,790
|
-4%
|
|
|
5
|
Daido Life Insurance Company
Osaka,
Japan
|
$94.2M
|
–
|
–
|
–
|
|
|
6
|
|
$77.3M
|
+$4.71M
|
+23,276
|
+6%
|
|
|
7
|
Austin Private Wealth
Austin,
Texas
|
$75.5M
|
-$2.51M
|
-12,399
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$60.3M
|
+$252K
|
+1,247
|
+0.4%
|
|
|
9
|
|
$59.6M
|
-$7.32M
|
-36,178
|
-11%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$55M
|
-$27.3K
|
-135
|
-0%
|
|
|
11
|
|
$47.9M
|
+$2.09M
|
+10,307
|
+4%
|
|
|
12
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$42.8M
|
-$47.8K
|
-236
|
-0.1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.4M
|
+$1.15M
|
+5,696
|
+3%
|
|
|
14
|
Bank of New York Mellon
New York
|
$37.4M
|
-$542K
|
-2,680
|
-1%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$36.5M
|
+$4.14M
|
+20,472
|
+12%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.7M
|
+$902K
|
+4,458
|
+3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$31.5M
|
+$1.03M
|
+5,076
|
+3%
|
|
|
18
|
Flower City Capital
Pittsford,
New York
|
$29.4M
|
+$8.65M
|
+42,753
|
+39%
|
|
|
19
|
Hilltop Partners
Mishawaka,
Indiana
|
$28.2M
|
+$4.4M
|
+21,731
|
+18%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$27.1M
|
+$1.72M
|
+8,517
|
+7%
|
|
|
21
|
SigFig Wealth Management
San Francisco,
California
|
$24.6M
|
-$2.19M
|
-10,835
|
-8%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$24.1M
|
-$134K
|
-663
|
-0.5%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.4M
|
+$10.3K
|
+51
|
+0%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$22.4M
|
+$187K
|
+923
|
+0.8%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$21.7M
|
-$2.04M
|
-10,054
|
-8%
|
|
