|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$249M
|
–
|
–
|
–
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$140M
|
+$31.7M
|
+153,990
|
+28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$123M
|
-$4.82M
|
-23,430
|
-4%
|
|
|
4
|
Austin Private Wealth
Austin,
Texas
|
$100M
|
+$8.29M
|
+40,320
|
+9%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$63.7M
|
+$7.41K
|
+36
|
+0%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$58.4M
|
+$1.96M
|
+9,548
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$45M
|
-$8.86M
|
-43,085
|
-16%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$37.9M
|
+$35.6M
|
+172,880
|
+1,063%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$33.7M
|
-$63.1K
|
-307
|
-0.2%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.3M
|
-$4.26M
|
-20,714
|
-12%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$31.8M
|
+$1.22M
|
+5,917
|
+4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.4M
|
+$1.97M
|
+9,583
|
+7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$29.8M
|
+$728K
|
+3,539
|
+2%
|
|
|
14
|
|
$29.2M
|
+$6.82M
|
+33,170
|
+29%
|
|
|
15
|
Next Financial Group
Houston,
Texas
|
$25.5M
|
-$642K
|
-3,120
|
-2%
|
|
|
16
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$17.8M
|
+$7.61M
|
+37,017
|
+71%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$17M
|
+$5.08M
|
+24,688
|
+41%
|
|
|
18
|
Cambridge Associates
Boston,
Massachusetts
|
$15.8M
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$14.8M
|
+$2.79M
|
+13,588
|
+23%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$14M
|
+$2.01M
|
+9,778
|
+16%
|
|
|
21
|
Stegner Investment Associates
Louisville,
Kentucky
|
$12.5M
|
-$203K
|
-987
|
-2%
|
|
|
22
|
|
$12.5M
|
-$2.57M
|
-12,502
|
-17%
|
|
|
23
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12.1M
|
+$12.5M
|
+60,619
|
New
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$11.5M
|
-$236K
|
-1,148
|
-2%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$10.1M
|
-$58K
|
-282
|
-0.6%
|
|
