|
1
|
State Street
Boston,
Massachusetts
|
$85.8M
|
+$7.66M
|
+248,279
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$56.5M
|
-$461K
|
-14,953
|
-0.7%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$48.4M
|
-$1.08M
|
-35,111
|
-2%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$27.7M
|
-$2.17M
|
-70,399
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
-$1.64M
|
-53,206
|
-7%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$15.5M
|
+$2.93M
|
+94,989
|
+20%
|
|
|
7
|
Barclays
London,
United Kingdom
|
$15.5M
|
+$147K
|
+4,774
|
+0.8%
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$13.6M
|
+$5.68M
|
+183,916
|
+59%
|
|
|
9
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10.9M
|
+$1.15M
|
+37,170
|
+10%
|
|
|
10
|
LMCG Investments
Boston,
Massachusetts
|
$9.74M
|
-$362K
|
-11,742
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.1M
|
-$247K
|
-8,014
|
-3%
|
|
|
12
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.53M
|
+$860K
|
+27,864
|
+11%
|
|
|
13
|
|
$6.78M
|
-$1.19M
|
-38,658
|
-13%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.72M
|
+$168K
|
+5,447
|
+3%
|
|
|
15
|
Bank of New York Mellon
New York
|
$4.71M
|
+$2.27M
|
+73,625
|
+74%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$4.14M
|
-$152K
|
-4,918
|
-3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.82M
|
-$2.66M
|
-86,083
|
-38%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.57M
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.14M
|
+$3.55M
|
+115,008
|
New
|
|
|
20
|
|
$2.81M
|
-$2.53M
|
-81,852
|
-44%
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$2.47M
|
-$135K
|
-4,376
|
-5%
|
|
|
22
|
BBVA USA Bancshares
Houston,
Texas
|
$2.33M
|
-$667K
|
-21,621
|
-20%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$2.28M
|
-$533K
|
-17,259
|
-17%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$2.17M
|
+$1.04M
|
+33,695
|
+74%
|
|
|
25
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.83M
|
-$41.6K
|
-1,349
|
-2%
|
|
