|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$273M
|
+$2.15M
|
+9,486
|
+0.8%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$188M
|
+$5.88M
|
+25,948
|
+3%
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$176M
|
+$1.36M
|
+5,992
|
+0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$135M
|
-$14.5M
|
-63,752
|
-10%
|
|
|
5
|
|
$129M
|
+$16.4M
|
+72,138
|
+15%
|
|
|
6
|
Daido Life Insurance Company
Osaka,
Japan
|
$88.7M
|
-$25.3M
|
-111,599
|
-23%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$83.6M
|
+$15.5M
|
+68,551
|
+24%
|
|
|
8
|
Austin Private Wealth
Austin,
Texas
|
$78M
|
-$4.46M
|
-19,676
|
-6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$72.4M
|
-$59M
|
-260,017
|
-46%
|
|
|
10
|
Hilltop Partners
Mishawaka,
Indiana
|
$65.9M
|
+$14.8M
|
+65,215
|
+31%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$64.3M
|
+$8.77M
|
+38,690
|
+17%
|
|
|
12
|
|
$61.6M
|
-$9.17M
|
-40,461
|
-14%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.4M
|
+$13.5M
|
+59,515
|
+30%
|
|
|
14
|
|
$58.9M
|
-$14.8M
|
-65,088
|
-21%
|
|
|
15
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$57.1M
|
-$562K
|
-2,478
|
-1%
|
|
|
16
|
Bank of New York Mellon
New York
|
$52.3M
|
+$1.34M
|
+5,897
|
+3%
|
|
|
17
|
Flower City Capital
Pittsford,
New York
|
$46.1M
|
+$4.64M
|
+20,472
|
+12%
|
|
|
18
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$43.8M
|
-$880K
|
-3,882
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42.2M
|
+$12.7M
|
+55,879
|
+46%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.7M
|
-$1.89M
|
-8,341
|
-5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$37.2M
|
+$500K
|
+2,204
|
+1%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$31.8M
|
-$769K
|
-3,393
|
-2%
|
|
|
23
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$30.5M
|
+$29M
|
+128,065
|
New
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$30M
|
+$2.2M
|
+9,706
|
+8%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$27.9M
|
-$1.4M
|
-6,153
|
-5%
|
|
