|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$218M
|
–
|
–
|
–
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$129M
|
+$8.92M
|
+54,007
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$85.6M
|
+$8.51M
|
+51,522
|
+12%
|
|
|
4
|
Austin Private Wealth
Austin,
Texas
|
$70.8M
|
+$7.05M
|
+42,674
|
+12%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$55M
|
-$1.97M
|
-11,934
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$36.7M
|
+$8.69M
|
+52,597
|
+34%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.3M
|
-$1.96M
|
-11,857
|
-6%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$30.3M
|
+$28.6M
|
+173,205
|
New
|
|
|
9
|
|
$27.4M
|
+$8.97M
|
+54,303
|
+53%
|
|
|
10
|
Next Financial Group
Houston,
Texas
|
$25.3M
|
-$1.33M
|
-8,028
|
-5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$1.96M
|
+11,873
|
+10%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$1.93M
|
+11,702
|
+11%
|
|
|
13
|
Northstar Investment Advisors
Denver,
Colorado
|
$18.9M
|
+$17.8M
|
+108,010
|
New
|
|
|
14
|
Cambridge Associates
Boston,
Massachusetts
|
$17.1M
|
+$2.6M
|
+15,752
|
+19%
|
|
|
15
|
Sabal Trust
St. Petersburg,
Florida
|
$15.3M
|
-$1.25M
|
-7,565
|
-8%
|
|
|
16
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$11.2M
|
+$10.6M
|
+64,107
|
New
|
|
|
17
|
Stegner Investment Associates
Louisville,
Kentucky
|
$11.1M
|
+$9.62M
|
+58,238
|
+1,080%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$152K
|
-920
|
-2%
|
|
|
19
|
Royal Fund Management
Lady Lake,
Florida
|
$9.51M
|
+$4.05M
|
+24,528
|
+82%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$9.31M
|
+$214K
|
+1,295
|
+2%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$7.88M
|
-$4.61M
|
-27,878
|
-38%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$7.8M
|
+$25.3K
|
+153
|
+0.3%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$7.26M
|
+$214K
|
+1,297
|
+3%
|
|
|
24
|
Wealth CMT
Cherry Hill,
New Jersey
|
$7.14M
|
-$284K
|
-1,718
|
-4%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$6.96M
|
-$3.09M
|
-18,718
|
-32%
|
|
