|
1
|
State Street
Boston,
Massachusetts
|
$102M
|
-$10.2M
|
-348,943
|
-9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$72.5M
|
-$756K
|
-25,813
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$40.1M
|
+$8.44M
|
+288,087
|
+26%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38.1M
|
+$2.69M
|
+91,849
|
+8%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$26.2M
|
-$1.77M
|
-60,316
|
-6%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$23.5M
|
-$962K
|
-32,814
|
-4%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$13.8M
|
+$13.9M
|
+473,867
|
New
|
|
|
8
|
FundX Investment Group
San Francisco,
California
|
$11.4M
|
+$11.5M
|
+392,511
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$480K
|
-16,363
|
-4%
|
|
|
10
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8.05M
|
-$1.65M
|
-56,383
|
-17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.71M
|
-$2.08M
|
-70,906
|
-23%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$6.37M
|
+$127K
|
+4,344
|
+2%
|
|
|
13
|
Carlson Capital Management
Northfield,
Minnesota
|
$6.28M
|
+$125K
|
+4,280
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.28M
|
-$184K
|
-6,275
|
-3%
|
|
|
15
|
|
$6.28M
|
+$27.9K
|
+951
|
+0.4%
|
|
|
16
|
|
$6.24M
|
+$6.29M
|
+214,797
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
+$641K
|
+21,873
|
+13%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.56M
|
-$111K
|
-3,790
|
-3%
|
|
|
19
|
Mosaic Financial Partners
San Francisco,
California
|
$2.31M
|
-$68.3K
|
-2,332
|
-3%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$2.27M
|
-$28.3K
|
-965
|
-1%
|
|
|
21
|
Bank of New York Mellon
New York
|
$2.15M
|
-$262K
|
-8,928
|
-11%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$2.1M
|
-$293K
|
-10,011
|
-12%
|
|
|
23
|
Denver Investment Advisors
Denver,
Colorado
|
$2.08M
|
+$3.05K
|
+104
|
+0.1%
|
|
|
24
|
Bellecapital
Zurich,
Switzerland
|
$2.03M
|
+$2.05M
|
+69,820
|
New
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$1.84M
|
-$195K
|
-6,655
|
-10%
|
|
