|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$271M
|
-$9.7M
|
-40,815
|
-4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$195M
|
+$770K
|
+3,241
|
+0.4%
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$168M
|
-$13.5M
|
-56,984
|
-8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$148M
|
+$8.51M
|
+35,822
|
+6%
|
|
|
5
|
|
$139M
|
+$5.88M
|
+24,730
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$98.3M
|
+$22.8M
|
+95,994
|
+32%
|
|
|
7
|
Daido Life Insurance Company
Osaka,
Japan
|
$91.6M
|
–
|
–
|
–
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$86.2M
|
-$162K
|
-681
|
-0.2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$74.5M
|
+$7.83M
|
+32,958
|
+12%
|
|
|
10
|
Austin Private Wealth
Austin,
Texas
|
$73.1M
|
-$7.88M
|
-33,152
|
-10%
|
|
|
11
|
Hilltop Partners
Mishawaka,
Indiana
|
$72.5M
|
+$4.32M
|
+18,157
|
+7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$61M
|
-$2.37M
|
-9,954
|
-4%
|
|
|
13
|
|
$60.7M
|
-$125K
|
-526
|
-0.2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$53.3M
|
-$643K
|
-2,706
|
-1%
|
|
|
15
|
Flower City Capital
Pittsford,
New York
|
$50.2M
|
+$2.4M
|
+10,101
|
+5%
|
|
|
16
|
|
$48.4M
|
-$14.7M
|
-61,854
|
-24%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$44.7M
|
+$6.12M
|
+25,734
|
+17%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$44.3M
|
+$712K
|
+2,997
|
+2%
|
|
|
19
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$43.4M
|
-$1.78M
|
-7,494
|
-4%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$41.5M
|
+$1.45M
|
+6,109
|
+4%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$31.4M
|
+$405K
|
+1,703
|
+1%
|
|
|
22
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$31.4M
|
-$146K
|
-615
|
-0.5%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$30.6M
|
-$2.16M
|
-9,095
|
-7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$29.6M
|
+$743K
|
+3,128
|
+3%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$26.6M
|
+$4.84M
|
+20,346
|
+23%
|
|
