|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$232M
|
-$25.3M
|
-123,737
|
-10%
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$164M
|
+$14.6M
|
+71,639
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$129M
|
-$6.89M
|
-33,724
|
-5%
|
|
|
4
|
Austin Private Wealth
Austin,
Texas
|
$102M
|
-$3.47M
|
-16,968
|
-3%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$60.7M
|
-$85.4K
|
-418
|
-0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$54.7M
|
-$9.56M
|
-46,787
|
-15%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.4M
|
+$3.28M
|
+16,084
|
+7%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$42M
|
+$37.9M
|
+185,698
|
+1,086%
|
|
|
9
|
|
$40.8M
|
+$5.13M
|
+25,133
|
+15%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$38.7M
|
+$3.54M
|
+17,324
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$37M
|
-$1.01M
|
-4,930
|
-3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.3M
|
-$604K
|
-2,958
|
-2%
|
|
|
13
|
|
$31.6M
|
-$7.27M
|
-35,584
|
-19%
|
|
|
14
|
|
$30.4M
|
-$11.2M
|
-55,074
|
-27%
|
|
|
15
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$28.7M
|
+$1.38M
|
+6,756
|
+5%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.3M
|
-$3.37M
|
-16,500
|
-12%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$25.9M
|
+$25.5M
|
+125,040
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$23.9M
|
+$6.17M
|
+30,188
|
+36%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$18.9M
|
-$41.2M
|
-201,893
|
-69%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$17.3M
|
-$349K
|
-1,711
|
-2%
|
|
|
21
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$17.3M
|
–
|
–
|
–
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$14.8M
|
-$14.6M
|
-71,629
|
-50%
|
|
|
23
|
Royal Fund Management
Lady Lake,
Florida
|
$14.3M
|
+$1.99M
|
+9,762
|
+16%
|
|
|
24
|
|
$14.3M
|
+$9.42M
|
+46,105
|
+203%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$14.1M
|
-$997K
|
-4,881
|
-7%
|
|
