|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$210M
|
-$2.79M
|
-10,399
|
-1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$207M
|
-$87.9M
|
-327,832
|
-30%
|
|
|
3
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$180M
|
-$1.02M
|
-3,787
|
-0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
+$66.8M
|
+249,163
|
+64%
|
|
|
5
|
|
$162M
|
+$18.3M
|
+68,182
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$161M
|
+$2.03M
|
+7,569
|
+1%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$94.3M
|
+$6.74M
|
+25,128
|
+8%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$80.4M
|
-$1.89M
|
-7,036
|
-2%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$72.9M
|
+$73.3M
|
+273,462
|
New
|
|
|
10
|
Hilltop Partners
Mishawaka,
Indiana
|
$72.4M
|
-$4.38M
|
-16,328
|
-6%
|
|
|
11
|
Austin Private Wealth
Austin,
Texas
|
$68.5M
|
-$7.6M
|
-28,345
|
-10%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.6M
|
+$2.77M
|
+10,315
|
+4%
|
|
|
13
|
|
$60.7M
|
-$847K
|
-3,161
|
-1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$60.3M
|
+$16.1M
|
+59,898
|
+36%
|
|
|
15
|
Bank of New York Mellon
New York
|
$59.7M
|
+$556K
|
+2,075
|
+0.9%
|
|
|
16
|
Flower City Capital
Pittsford,
New York
|
$56.5M
|
-$579K
|
-2,160
|
-1%
|
|
|
17
|
|
$55.7M
|
-$10.6M
|
-39,564
|
-16%
|
|
|
18
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$42.9M
|
-$2.58M
|
-9,616
|
-6%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$35.7M
|
+$984K
|
+3,672
|
+3%
|
|
|
20
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$34M
|
+$244K
|
+910
|
+0.7%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$31.8M
|
-$511K
|
-1,906
|
-2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$29.2M
|
-$234K
|
-873
|
-0.8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$28.4M
|
-$1.49M
|
-5,550
|
-5%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.1M
|
-$94.9K
|
-354
|
-0.3%
|
|
|
25
|
Evoke Wealth
Los Angeles,
California
|
$25.6M
|
+$359K
|
+1,339
|
+1%
|
|
