|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$192M
|
-$14.7M
|
-96,018
|
-7%
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$106M
|
+$10.9M
|
+71,437
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$67.7M
|
-$1.78M
|
-11,675
|
-3%
|
|
|
4
|
Austin Private Wealth
Austin,
Texas
|
$55.9M
|
+$1.14M
|
+7,491
|
+2%
|
|
|
5
|
|
$50M
|
+$49.3M
|
+323,156
|
+15,315%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$47M
|
-$281K
|
-1,838
|
-0.6%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.6M
|
-$1.35M
|
-8,843
|
-4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$24.3M
|
+$2.9M
|
+18,983
|
+14%
|
|
|
9
|
Next Financial Group
Houston,
Texas
|
$23.6M
|
-$1.99M
|
-13,065
|
-8%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.8M
|
+$1.03M
|
+6,754
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$895K
|
+5,862
|
+6%
|
|
|
12
|
|
$15.8M
|
+$7.3M
|
+47,836
|
+88%
|
|
|
13
|
Sabal Trust
St. Petersburg,
Florida
|
$14.7M
|
+$14.5M
|
+95,000
|
New
|
|
|
14
|
Cambridge Associates
Boston,
Massachusetts
|
$12.7M
|
-$1.03M
|
-6,771
|
-8%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$11.3M
|
-$29K
|
-190
|
-0.3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.4M
|
+$756K
|
+4,956
|
+9%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$9.05M
|
-$828K
|
-5,422
|
-8%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$8.03M
|
-$264K
|
-1,731
|
-3%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$6.86M
|
+$172K
|
+1,125
|
+3%
|
|
|
20
|
Wealth CMT
Cherry Hill,
New Jersey
|
$6.57M
|
-$174K
|
-1,142
|
-3%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$6.21M
|
+$48.7K
|
+319
|
+0.8%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$5.47M
|
+$216K
|
+1,417
|
+4%
|
|
|
23
|
Cozad Asset Management
Champaign,
Illinois
|
$5.45M
|
-$162K
|
-1,060
|
-3%
|
|
|
24
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.27M
|
-$17.6K
|
-115
|
-0.3%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$5.2M
|
-$262K
|
-1,715
|
-5%
|
|
