|
1
|
State Street
Boston,
Massachusetts
|
$108M
|
-$2.19M
|
-71,734
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$72.4M
|
-$5.69M
|
-186,649
|
-7%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.3M
|
+$1.12M
|
+36,638
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$32.9M
|
-$10.1M
|
-331,433
|
-24%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$27.1M
|
-$1.11M
|
-36,369
|
-4%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$24.7M
|
-$607K
|
-19,920
|
-2%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$14.9M
|
+$55.3K
|
+1,813
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$774K
|
+25,383
|
+7%
|
|
|
9
|
|
$11.1M
|
+$4.19M
|
+137,429
|
+64%
|
|
|
10
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.36M
|
-$1.29M
|
-42,351
|
-15%
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$6.92M
|
+$435K
|
+14,274
|
+7%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$6.63M
|
-$145K
|
-4,748
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.32M
|
-$899K
|
-29,490
|
-13%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6.16M
|
+$185K
|
+6,055
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.97M
|
-$781K
|
-25,620
|
-12%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.85M
|
–
|
–
|
–
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.74M
|
+$1.99M
|
+65,363
|
+121%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$2.59M
|
+$2.52M
|
+82,518
|
New
|
|
|
19
|
Mosaic Financial Partners
San Francisco,
California
|
$2.43M
|
-$60.5K
|
-1,986
|
-3%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$2.43M
|
-$21.4K
|
-702
|
-0.9%
|
|
|
21
|
Denver Investment Advisors
Denver,
Colorado
|
$2.36M
|
+$110K
|
+3,613
|
+5%
|
|
|
22
|
Bellecapital
Zurich,
Switzerland
|
$2.19M
|
–
|
–
|
–
|
|
|
23
|
Bank of New York Mellon
New York
|
$2.15M
|
-$160K
|
-5,263
|
-7%
|
|
|
24
|
Aviance Capital Management
Sarasota,
Florida
|
$1.96M
|
+$1.26M
|
+41,189
|
+194%
|
|
|
25
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.95M
|
+$1.89M
|
+62,017
|
New
|
|
