|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$230M
|
–
|
–
|
–
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$121M
|
-$14.8M
|
-81,816
|
-11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$89.9M
|
-$531K
|
-2,934
|
-0.6%
|
|
|
4
|
Austin Private Wealth
Austin,
Texas
|
$78.8M
|
+$3.89M
|
+21,470
|
+5%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$57.3M
|
-$508K
|
-2,805
|
-0.9%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$49M
|
+$38.3M
|
+211,260
|
+398%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.9M
|
+$25.3M
|
+139,446
|
+122%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35.7M
|
-$1.12M
|
-6,199
|
-3%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$29.6M
|
+$28.9M
|
+159,718
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.9M
|
+$3.35M
|
+18,471
|
+15%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$26.7M
|
-$11.8M
|
-64,908
|
-31%
|
|
|
12
|
|
$26.3M
|
-$2.56M
|
-14,159
|
-9%
|
|
|
13
|
Next Financial Group
Houston,
Texas
|
$25.2M
|
-$1.52M
|
-8,385
|
-6%
|
|
|
14
|
Northstar Investment Advisors
Denver,
Colorado
|
$23.5M
|
+$3.42M
|
+18,873
|
+17%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
+$13.7M
|
+75,681
|
+197%
|
|
|
16
|
Cambridge Associates
Boston,
Massachusetts
|
$17.1M
|
-$982K
|
-5,424
|
-6%
|
|
|
17
|
Sabal Trust
St. Petersburg,
Florida
|
$16.2M
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$8.23M
|
+45,438
|
+110%
|
|
|
19
|
Vanguard Group
Malvern,
Pennsylvania
|
$15M
|
-$16.7M
|
-92,060
|
-53%
|
|
|
20
|
Stegner Investment Associates
Louisville,
Kentucky
|
$11.8M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$314K
|
+1,735
|
+3%
|
|
|
22
|
Royal Fund Management
Lady Lake,
Florida
|
$10.5M
|
+$428K
|
+2,363
|
+4%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$9.2M
|
+$942K
|
+5,201
|
+12%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$8.82M
|
+$5.23M
|
+28,890
|
+154%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$8.34M
|
+$5.43K
|
+30
|
+0.1%
|
|
