|
1
|
State Street
Boston,
Massachusetts
|
$133M
|
-$22.9M
|
-704,882
|
-15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$92M
|
+$4.84M
|
+148,697
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$57.1M
|
+$16.3M
|
+500,449
|
+41%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50.4M
|
+$1.97M
|
+60,642
|
+4%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$33.7M
|
+$1.13M
|
+34,663
|
+4%
|
|
|
6
|
Commerce Bank
Kansas City,
Missouri
|
$32.3M
|
+$546K
|
+16,790
|
+2%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$31M
|
+$30.3M
|
+930,283
|
New
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$25.7M
|
-$1.02M
|
-31,392
|
-4%
|
|
|
9
|
|
$11.6M
|
+$2.22M
|
+68,274
|
+25%
|
|
|
10
|
Global Financial Private Capital
Sarasota,
Florida
|
$10.3M
|
+$737K
|
+22,649
|
+8%
|
|
|
11
|
Stadion Money Management
Watkinsville,
Georgia
|
$8.7M
|
+$951K
|
+29,240
|
+13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.91M
|
+$22.8K
|
+702
|
+0.3%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$7.59M
|
–
|
–
|
–
|
|
|
14
|
Accredited Investors
Edina,
Minnesota
|
$7.06M
|
-$154K
|
-4,730
|
-2%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$6.96M
|
+$19.1K
|
+586
|
+0.3%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.94M
|
-$1.05M
|
-32,394
|
-15%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.07M
|
-$406K
|
-12,481
|
-8%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$4.89M
|
+$231K
|
+7,108
|
+5%
|
|
|
19
|
Bellecapital
Zurich,
Switzerland
|
$4.41M
|
+$1.51M
|
+46,350
|
+54%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.03M
|
-$141K
|
-4,330
|
-4%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.87M
|
-$91.7K
|
-2,818
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.81M
|
+$75.2K
|
+2,312
|
+2%
|
|
|
23
|
WP Advisors
San Francisco,
California
|
$3.65M
|
-$21K
|
-645
|
-0.6%
|
|
|
24
|
IndexIQ Advisors
New York
|
$3.63M
|
+$3.51M
|
+107,794
|
+11,729%
|
|
|
25
|
Rinet Company
Boston,
Massachusetts
|
$3.13M
|
-$260K
|
-7,997
|
-8%
|
|
