|
1
|
State Street
Boston,
Massachusetts
|
$110M
|
+$16M
|
+600,057
|
+18%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$72M
|
+$1.56M
|
+58,619
|
+2%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.8M
|
-$2.07M
|
-77,532
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
+$976K
|
+36,556
|
+3%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$27.5M
|
+$511K
|
+19,128
|
+2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$24M
|
+$103K
|
+3,855
|
+0.5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$216K
|
+8,090
|
+2%
|
|
|
8
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$9.53M
|
-$1.15M
|
-43,129
|
-11%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.63M
|
-$2.35M
|
-88,154
|
-23%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.35M
|
+$307K
|
+11,505
|
+5%
|
|
|
11
|
|
$6.14M
|
+$223K
|
+8,363
|
+4%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$6.05M
|
+$1.52M
|
+56,857
|
+37%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$5.91M
|
+$387K
|
+14,501
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.82M
|
+$37.8K
|
+1,415
|
+0.8%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$4.48M
|
-$318K
|
-11,894
|
-7%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.61M
|
+$47.5K
|
+1,780
|
+1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.01M
|
-$432K
|
-16,193
|
-13%
|
|
|
18
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.55M
|
-$43.1K
|
-1,615
|
-2%
|
|
|
19
|
Bank of New York Mellon
New York
|
$2.37M
|
-$176K
|
-6,607
|
-7%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$2.35M
|
-$207K
|
-7,745
|
-9%
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$2.34M
|
-$21.6K
|
-808
|
-1%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$2.26M
|
-$22K
|
-823
|
-1%
|
|
|
23
|
Denver Investment Advisors
Denver,
Colorado
|
$2.05M
|
-$12K
|
-450
|
-0.6%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$2M
|
+$33.6K
|
+1,260
|
+2%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.82M
|
-$3.81M
|
-142,676
|
-69%
|
|
