|
1
|
|
$352M
|
+$10.7M
|
+36,697
|
+3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$241M
|
+$3.01M
|
+10,336
|
+1%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$233M
|
-$5M
|
-17,150
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$231M
|
-$6.62M
|
-22,705
|
-3%
|
|
|
5
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$164M
|
-$5.65M
|
-19,377
|
-3%
|
|
|
6
|
Bank of New York Mellon
New York
|
$154M
|
-$3.47M
|
-11,893
|
-2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$133M
|
+$6.57M
|
+22,558
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
-$5.95M
|
-20,405
|
-5%
|
|
|
9
|
Jordan Park Group
San Francisco,
California
|
$105M
|
+$76.1M
|
+261,091
|
+302%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$90.6M
|
+$548K
|
+1,879
|
+0.6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$89.5M
|
+$1.86M
|
+6,393
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$77M
|
-$7.15M
|
-24,525
|
-9%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$76.3M
|
+$13.2M
|
+45,223
|
+22%
|
|
|
14
|
Flower City Capital
Pittsford,
New York
|
$69.3M
|
+$3M
|
+10,279
|
+5%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69.2M
|
+$3.61M
|
+12,404
|
+6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$66.3M
|
-$706K
|
-2,423
|
-1%
|
|
|
17
|
Hilltop Partners
Mishawaka,
Indiana
|
$66.2M
|
-$8.05M
|
-27,622
|
-11%
|
|
|
18
|
|
$50.2M
|
-$5.87M
|
-20,155
|
-11%
|
|
|
19
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$49.1M
|
-$710K
|
-2,435
|
-1%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$46.8M
|
+$880K
|
+3,021
|
+2%
|
|
|
21
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$42.5M
|
-$25.1K
|
-86
|
-0.1%
|
|
|
22
|
Austin Private Wealth
Austin,
Texas
|
$40.9M
|
-$1.07M
|
-3,657
|
-3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$38.1M
|
+$6.22M
|
+21,356
|
+20%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$35.7M
|
+$110K
|
+377
|
+0.3%
|
|
|
25
|
Old National Bancorp
Evansville,
Indiana
|
$31.2M
|
+$4.39M
|
+15,051
|
+17%
|
|
