|
1
|
|
$371M
|
+$11.2M
|
+36,686
|
+3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$250M
|
+$3.4M
|
+11,097
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$245M
|
+$9.16M
|
+29,875
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$240M
|
+$118M
|
+384,416
|
+98%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$229M
|
-$9.36M
|
-30,541
|
-4%
|
|
|
6
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$164M
|
-$2.96M
|
-9,674
|
-2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$150M
|
-$7.32M
|
-23,900
|
-5%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$143M
|
+$7.05M
|
+23,011
|
+5%
|
|
|
9
|
|
$142M
|
+$140M
|
+457,196
|
+27,575%
|
|
|
10
|
Jordan Park Group
San Francisco,
California
|
$116M
|
+$8.76M
|
+28,583
|
+8%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$92.4M
|
+$913K
|
+2,979
|
+1%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$92.3M
|
-$272K
|
-888
|
-0.3%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$88.1M
|
+$9.39M
|
+30,645
|
+12%
|
|
|
14
|
Hilltop Partners
Mishawaka,
Indiana
|
$76.8M
|
+$9.06M
|
+29,550
|
+13%
|
|
|
15
|
Flower City Capital
Pittsford,
New York
|
$73.6M
|
+$2.68M
|
+8,747
|
+4%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71.1M
|
+$425K
|
+1,387
|
+0.6%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$69.3M
|
+$1.48M
|
+4,822
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.4M
|
-$10.2M
|
-33,434
|
-13%
|
|
|
19
|
|
$51M
|
-$276K
|
-899
|
-0.5%
|
|
|
20
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$49.5M
|
-$724K
|
-2,363
|
-1%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$48.4M
|
+$611K
|
+1,993
|
+1%
|
|
|
22
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$43.3M
|
-$93.2K
|
-304
|
-0.2%
|
|
|
23
|
Austin Private Wealth
Austin,
Texas
|
$40.4M
|
-$1.41M
|
-4,607
|
-3%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$36.8M
|
+$16.9M
|
+55,117
|
+86%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$36.8M
|
+$310K
|
+1,011
|
+0.9%
|
|
