|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$171M
|
-$23.6M
|
-126,346
|
-11%
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$131M
|
-$5.28M
|
-28,223
|
-4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$6.91M
|
+36,934
|
+6%
|
|
|
4
|
|
$93.3M
|
+$102M
|
+543,239
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$80.9M
|
+$38.6M
|
+206,501
|
+78%
|
|
|
6
|
Austin Private Wealth
Austin,
Texas
|
$73.2M
|
-$12.4M
|
-66,495
|
-13%
|
|
|
7
|
|
$52.9M
|
+$20.8M
|
+110,966
|
+56%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$50.2M
|
-$106K
|
-566
|
-0.2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$41M
|
-$1.75M
|
-9,338
|
-4%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$31.5M
|
-$605K
|
-3,232
|
-2%
|
|
|
11
|
|
$30.4M
|
+$5.68M
|
+30,358
|
+21%
|
|
|
12
|
|
$29.4M
|
+$3.49M
|
+18,673
|
+12%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$28.9M
|
-$1.91M
|
-10,201
|
-6%
|
|
|
14
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$28.7M
|
–
|
–
|
–
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$27.4M
|
-$8.14M
|
-43,522
|
-21%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.4M
|
-$3.13M
|
-16,726
|
-10%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$21.6M
|
+$134K
|
+717
|
+0.6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.5M
|
+$12.8M
|
+68,358
|
+120%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$21.5M
|
+$1.85M
|
+9,895
|
+9%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.7M
|
-$1.65M
|
-8,816
|
-7%
|
|
|
21
|
Opus Capital Group
Cincinnati,
Ohio
|
$18.2M
|
+$8.72M
|
+46,606
|
+78%
|
|
|
22
|
|
$17.1M
|
+$5.74M
|
+30,659
|
+45%
|
|
|
23
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$16.7M
|
+$18.2M
|
+97,446
|
New
|
|
|
24
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16.2M
|
+$7.36M
|
+39,315
|
+71%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$23.6K
|
+126
|
+0.2%
|
|
