|
1
|
State Street
Boston,
Massachusetts
|
$95.1M
|
-$4.33M
|
-139,029
|
-5%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71.6M
|
-$1.55M
|
-49,584
|
-2%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$61.8M
|
-$14.8M
|
-475,000
|
-20%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$58.8M
|
-$1.93M
|
-62,021
|
-3%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$43.7M
|
-$440K
|
-14,117
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.9M
|
+$1.36M
|
+43,513
|
+6%
|
|
|
7
|
Barclays
London,
United Kingdom
|
$12.7M
|
+$1.27M
|
+40,768
|
+11%
|
|
|
8
|
LMCG Investments
Boston,
Massachusetts
|
$12.5M
|
-$202K
|
-6,483
|
-2%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$11.8M
|
+$1.43M
|
+45,753
|
+15%
|
|
|
10
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10.3M
|
-$4.3M
|
-137,804
|
-30%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$9.92M
|
+$9.46M
|
+303,379
|
New
|
|
|
12
|
|
$7.81M
|
+$325K
|
+10,428
|
+5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.64M
|
+$281K
|
+9,023
|
+4%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$7.18M
|
+$6.85M
|
+219,719
|
New
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.09M
|
+$563K
|
+18,050
|
+9%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.87M
|
–
|
–
|
–
|
|
|
17
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.22M
|
-$99.5K
|
-3,193
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.21M
|
+$572K
|
+18,339
|
+13%
|
|
|
19
|
BBVA USA Bancshares
Houston,
Texas
|
$4.05M
|
+$48.2K
|
+1,546
|
+1%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.61M
|
-$7.65M
|
-245,388
|
-69%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$3.57M
|
+$20.6K
|
+662
|
+0.6%
|
|
|
22
|
Bank of New York Mellon
New York
|
$3.25M
|
-$289K
|
-9,280
|
-9%
|
|
|
23
|
Mosaic Financial Partners
San Francisco,
California
|
$3.25M
|
-$202K
|
-6,473
|
-6%
|
|
|
24
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$3.21M
|
-$81K
|
-2,600
|
-3%
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$2.58M
|
-$86.7K
|
-2,781
|
-3%
|
|
