|
1
|
State Street
Boston,
Massachusetts
|
$122M
|
+$23.7M
|
+787,245
|
+23%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$73.6M
|
+$6.94M
|
+230,517
|
+10%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.2M
|
+$2.11M
|
+69,994
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
+$3.72M
|
+123,353
|
+12%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$27.4M
|
+$2.46M
|
+81,644
|
+9%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$23.2M
|
+$407K
|
+13,523
|
+2%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$14M
|
+$204K
|
+6,775
|
+1%
|
|
|
8
|
|
$7.17M
|
-$3.19M
|
-105,905
|
-30%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$7.02M
|
+$338K
|
+11,220
|
+5%
|
|
|
10
|
Stadion Money Management
Watkinsville,
Georgia
|
$6.83M
|
+$5.23M
|
+173,677
|
+280%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.27M
|
+$598K
|
+19,863
|
+10%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$6.04M
|
-$94.8K
|
-3,146
|
-1%
|
|
|
13
|
Accredited Investors
Edina,
Minnesota
|
$5.95M
|
+$5.74M
|
+190,592
|
+1,323%
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.78M
|
-$1.07M
|
-35,429
|
-15%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.67M
|
-$186K
|
-6,166
|
-3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.57M
|
-$5.88M
|
-195,263
|
-50%
|
|
|
17
|
|
$4.47M
|
+$4.64M
|
+154,087
|
New
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.56M
|
–
|
–
|
–
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.45M
|
-$9.88K
|
-328
|
-0.3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.33M
|
-$2.28M
|
-75,591
|
-40%
|
|
|
21
|
WP Advisors
San Francisco,
California
|
$3.1M
|
+$3.22M
|
+106,977
|
New
|
|
|
22
|
Rinet Company
Boston,
Massachusetts
|
$2.77M
|
+$1.74M
|
+57,683
|
+152%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$2.63M
|
+$245K
|
+8,118
|
+10%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$2.42M
|
+$1.98M
|
+65,781
|
+373%
|
|
|
25
|
Bank of New York Mellon
New York
|
$2.31M
|
+$337K
|
+11,197
|
+16%
|
|
