|
1
|
|
$383M
|
+$29.9M
|
+96,813
|
+8%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$269M
|
+$31.5M
|
+102,153
|
+13%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$221M
|
+$2.23M
|
+7,215
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$210M
|
-$25.2M
|
-81,753
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
-$68.7M
|
-222,679
|
-29%
|
|
|
6
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$153M
|
-$4.61M
|
-14,935
|
-3%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$144M
|
+$8.1M
|
+26,254
|
+6%
|
|
|
8
|
Bank of New York Mellon
New York
|
$141M
|
-$1.6M
|
-5,181
|
-1%
|
|
|
9
|
|
$135M
|
+$78.6K
|
+255
|
+0.1%
|
|
|
10
|
Jordan Park Group
San Francisco,
California
|
$120M
|
+$9.77M
|
+31,667
|
+8%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$106M
|
+$14M
|
+45,375
|
+16%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$92.1M
|
+$3.96M
|
+12,827
|
+4%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$87.7M
|
-$517K
|
-1,678
|
-0.6%
|
|
|
14
|
|
$85.6M
|
+$38.6M
|
+125,180
|
+76%
|
|
|
15
|
Hilltop Partners
Mishawaka,
Indiana
|
$74M
|
+$740K
|
+2,398
|
+1%
|
|
|
16
|
Flower City Capital
Pittsford,
New York
|
$71.1M
|
+$846K
|
+2,742
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.6M
|
+$4.48M
|
+14,543
|
+7%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$67.9M
|
+$1.79M
|
+5,816
|
+3%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$50.7M
|
+$23.1M
|
+74,834
|
+77%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$47.8M
|
+$1.62M
|
+5,250
|
+3%
|
|
|
21
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$46.5M
|
-$802K
|
-2,601
|
-2%
|
|
|
22
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$43.1M
|
+$1.84M
|
+5,980
|
+4%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$35.1M
|
-$21.6K
|
-70
|
-0.1%
|
|
|
24
|
|
$34.3M
|
+$2.12M
|
+6,864
|
+6%
|
|
|
25
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$33.3M
|
+$34.8M
|
+112,817
|
New
|
|
