|
1
|
|
$317M
|
+$62.2M
|
+239,550
|
+27%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$222M
|
+$1.74M
|
+6,698
|
+0.9%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$221M
|
+$3.91M
|
+15,054
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$221M
|
+$29.1M
|
+112,191
|
+17%
|
|
|
5
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$158M
|
-$7.02M
|
-27,021
|
-5%
|
|
|
6
|
Bank of New York Mellon
New York
|
$146M
|
+$69.5M
|
+267,630
|
+106%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$117M
|
+$5.73M
|
+22,071
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
-$41.2M
|
-158,455
|
-28%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$83.6M
|
+$11.4K
|
+44
|
+0%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$81.4M
|
+$5.42M
|
+20,867
|
+8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.4M
|
+$9.38M
|
+36,125
|
+15%
|
|
|
12
|
|
$74.3M
|
+$17.5M
|
+67,531
|
+34%
|
|
|
13
|
Hilltop Partners
Mishawaka,
Indiana
|
$69.3M
|
+$16.6M
|
+63,801
|
+35%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$62.3M
|
+$8.31K
|
+32
|
+0%
|
|
|
15
|
Flower City Capital
Pittsford,
New York
|
$61.5M
|
-$1.59M
|
-6,119
|
-3%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.8M
|
+$54.7M
|
+210,658
|
+3,660%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$59.1M
|
+$21.7M
|
+83,361
|
+66%
|
|
|
18
|
|
$52.2M
|
-$5.99M
|
-23,065
|
-11%
|
|
|
19
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$46.3M
|
+$658K
|
+2,532
|
+2%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$42.6M
|
+$2.85M
|
+10,963
|
+8%
|
|
|
21
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$39.5M
|
+$78.5K
|
+302
|
+0.2%
|
|
|
22
|
Austin Private Wealth
Austin,
Texas
|
$39M
|
-$12.2M
|
-46,877
|
-25%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$33M
|
+$1.57M
|
+6,036
|
+5%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32.1M
|
-$461K
|
-1,773
|
-2%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$31.3M
|
-$4.59M
|
-17,671
|
-14%
|
|
