|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$272M
|
–
|
–
|
–
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$157M
|
+$3.64M
|
+17,099
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$144M
|
+$9.5M
|
+44,617
|
+7%
|
|
|
4
|
Austin Private Wealth
Austin,
Texas
|
$112M
|
+$1.86M
|
+8,734
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$68M
|
+$32.4M
|
+152,174
|
+96%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$64.1M
|
+$249K
|
+1,168
|
+0.4%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$59.4M
|
-$426K
|
-2,001
|
-0.7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.8M
|
+$1.51M
|
+7,083
|
+3%
|
|
|
9
|
|
$44.1M
|
+$11.9M
|
+55,773
|
+38%
|
|
|
10
|
|
$41.2M
|
+$26.7M
|
+125,571
|
+201%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
+$7.37M
|
+34,606
|
+23%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.9M
|
+$3.5M
|
+16,434
|
+10%
|
|
|
13
|
|
$37.6M
|
+$36.6M
|
+171,681
|
New
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$37.1M
|
+$244K
|
+1,146
|
+0.7%
|
|
|
15
|
Cambridge Associates
Boston,
Massachusetts
|
$31.4M
|
+$13.7M
|
+64,132
|
+81%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.1M
|
-$2.06M
|
-9,650
|
-6%
|
|
|
17
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$28.9M
|
+$9.11M
|
+42,769
|
+48%
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$27.9M
|
+$24.5K
|
+115
|
+0.1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$18.7M
|
+$64.1K
|
+301
|
+0.4%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$18.6M
|
+$2.35M
|
+11,021
|
+15%
|
|
|
21
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$18.2M
|
+$17.8M
|
+83,375
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$16M
|
+$640K
|
+3,005
|
+4%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$14.3M
|
+$3.16M
|
+14,819
|
+29%
|
|
|
24
|
Stegner Investment Associates
Louisville,
Kentucky
|
$13.7M
|
–
|
–
|
–
|
|
|
25
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$13.1M
|
-$174K
|
-817
|
-1%
|
|
