|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$287M
|
+$526K
|
+2,099
|
+0.2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$208M
|
+$1.87M
|
+7,462
|
+0.9%
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$177M
|
-$842K
|
-3,361
|
-0.5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$155M
|
-$1.02M
|
-4,053
|
-0.7%
|
|
|
5
|
|
$140M
|
-$7.07M
|
-28,232
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
-$2.37M
|
-9,444
|
-2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$85.4M
|
+$6.41M
|
+25,606
|
+8%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$80.2M
|
-$10.5M
|
-41,954
|
-12%
|
|
|
9
|
Hilltop Partners
Mishawaka,
Indiana
|
$74.8M
|
-$1.75M
|
-6,998
|
-2%
|
|
|
10
|
Austin Private Wealth
Austin,
Texas
|
$74.2M
|
-$2.94M
|
-11,755
|
-4%
|
|
|
11
|
|
$64.7M
|
+$481K
|
+1,920
|
+0.8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.3M
|
-$3.96M
|
-15,825
|
-6%
|
|
|
13
|
|
$60M
|
+$8.5M
|
+33,952
|
+17%
|
|
|
14
|
Bank of New York Mellon
New York
|
$57.7M
|
+$1.31M
|
+5,228
|
+2%
|
|
|
15
|
Flower City Capital
Pittsford,
New York
|
$55.7M
|
+$2.7M
|
+10,788
|
+5%
|
|
|
16
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$44.4M
|
-$1.45M
|
-5,802
|
-3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.5M
|
-$294K
|
-1,172
|
-0.7%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$43.3M
|
-$3.84M
|
-15,334
|
-8%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$33.9M
|
+$632K
|
+2,525
|
+2%
|
|
|
20
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$32.9M
|
-$234K
|
-934
|
-0.7%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$31.5M
|
-$748K
|
-2,986
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$29.1M
|
-$2.03M
|
-8,104
|
-7%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$28.7M
|
+$557K
|
+2,223
|
+2%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.5M
|
-$418K
|
-1,669
|
-2%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.9M
|
-$19.2M
|
-76,529
|
-42%
|
|
