|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$246M
|
-$10.4M
|
-51,574
|
-4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$166M
|
-$1.27M
|
-6,245
|
-0.8%
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$159M
|
-$3.73M
|
-18,395
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$137M
|
+$10.5M
|
+51,770
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$51.4M
|
+253,642
|
+82%
|
|
|
6
|
Daido Life Insurance Company
Osaka,
Japan
|
$105M
|
–
|
–
|
–
|
|
|
7
|
|
$102M
|
+$14.7M
|
+72,806
|
+18%
|
|
|
8
|
Austin Private Wealth
Austin,
Texas
|
$75.9M
|
-$7.68M
|
-37,911
|
-10%
|
|
|
9
|
|
$67.8M
|
+$1.3M
|
+6,410
|
+2%
|
|
|
10
|
|
$64.9M
|
+$10.7M
|
+52,943
|
+22%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$61.3M
|
-$55.3K
|
-273
|
-0.1%
|
|
|
12
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$52.5M
|
+$4.45M
|
+21,958
|
+10%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$50.1M
|
+$8.82M
|
+43,513
|
+23%
|
|
|
14
|
Bank of New York Mellon
New York
|
$46.3M
|
+$4.31M
|
+21,256
|
+11%
|
|
|
15
|
Hilltop Partners
Mishawaka,
Indiana
|
$45.9M
|
+$13.5M
|
+66,468
|
+46%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$43M
|
-$4M
|
-19,734
|
-9%
|
|
|
17
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$40.7M
|
+$38M
|
+187,785
|
New
|
|
|
18
|
Flower City Capital
Pittsford,
New York
|
$37.5M
|
+$4.37M
|
+21,568
|
+14%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$37M
|
+$588K
|
+2,902
|
+2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$33.3M
|
-$1.68M
|
-8,316
|
-5%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$29.6M
|
-$554K
|
-2,735
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$26.7M
|
-$99.5K
|
-491
|
-0.4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.3M
|
+$210K
|
+1,039
|
+0.9%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$25.2M
|
+$294K
|
+1,452
|
+1%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.2M
|
+$4.21M
|
+20,767
|
+23%
|
|
