|
1
|
|
$226M
|
+$75.5M
|
+282,076
|
+46%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$199M
|
+$1.46M
|
+5,448
|
+0.7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$196M
|
-$4.68M
|
-17,498
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$171M
|
+$18.4M
|
+68,803
|
+11%
|
|
|
5
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$149M
|
-$23.3M
|
-87,046
|
-13%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
-$17.9M
|
-66,779
|
-10%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$100M
|
+$11M
|
+41,078
|
+12%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$75.6M
|
-$946K
|
-3,536
|
-1%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$68.3M
|
-$1.22M
|
-4,565
|
-2%
|
|
|
10
|
Bank of New York Mellon
New York
|
$64.1M
|
+$7.64M
|
+28,556
|
+13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.7M
|
+$236K
|
+881
|
+0.4%
|
|
|
12
|
Flower City Capital
Pittsford,
New York
|
$57.1M
|
+$3.51M
|
+13,131
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$56.3M
|
-$1.2M
|
-4,485
|
-2%
|
|
|
14
|
|
$53.1M
|
+$1.34K
|
+5
|
+0%
|
|
|
15
|
|
$50M
|
-$8.13M
|
-30,391
|
-13%
|
|
|
16
|
Austin Private Wealth
Austin,
Texas
|
$47.2M
|
-$19M
|
-71,007
|
-28%
|
|
|
17
|
Hilltop Partners
Mishawaka,
Indiana
|
$46.4M
|
-$23.7M
|
-88,673
|
-33%
|
|
|
18
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$41.2M
|
+$370K
|
+1,381
|
+0.9%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$35.7M
|
+$1.8M
|
+6,738
|
+5%
|
|
|
20
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$35.6M
|
+$3.42M
|
+12,766
|
+10%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32.7M
|
+$30.6M
|
+114,289
|
+777%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$31M
|
+$24.4M
|
+91,245
|
+263%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$29.4M
|
-$879K
|
-3,284
|
-3%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$28.3M
|
+$593K
|
+2,215
|
+2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$26.4M
|
-$702K
|
-2,624
|
-2%
|
|
