|
1
|
State Street
Boston,
Massachusetts
|
$134M
|
-$5.75M
|
-168,170
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$98.4M
|
+$1.71M
|
+50,145
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$66.4M
|
+$6.28M
|
+183,791
|
+11%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$54.2M
|
+$1.2M
|
+35,038
|
+2%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$36.7M
|
+$1.68M
|
+49,077
|
+5%
|
|
|
6
|
Commerce Bank
Kansas City,
Missouri
|
$34.3M
|
+$342K
|
+9,989
|
+1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$25.8M
|
-$1.11M
|
-32,510
|
-4%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$13.5M
|
+$4.27M
|
+124,770
|
+48%
|
|
|
9
|
Global Financial Private Capital
Sarasota,
Florida
|
$12M
|
+$1.19M
|
+34,904
|
+11%
|
|
|
10
|
|
$11.4M
|
-$719K
|
-21,035
|
-6%
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$7.85M
|
-$3.45K
|
-101
|
-0%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.63M
|
-$650K
|
-19,019
|
-8%
|
|
|
13
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.14M
|
-$155K
|
-4,543
|
-2%
|
|
|
14
|
Accredited Investors
Edina,
Minnesota
|
$6.95M
|
-$451K
|
-13,189
|
-6%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.9M
|
-$324K
|
-9,472
|
-5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.34M
|
+$21.1K
|
+616
|
+0.4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$5.24M
|
+$118K
|
+3,465
|
+2%
|
|
|
18
|
IndexIQ Advisors
New York
|
$4.82M
|
+$989K
|
+28,940
|
+27%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.17M
|
+$103K
|
+3,026
|
+3%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.01M
|
-$131K
|
-3,825
|
-3%
|
|
|
21
|
WP Advisors
San Francisco,
California
|
$3.83M
|
-$2.19K
|
-64
|
-0.1%
|
|
|
22
|
Rinet Company
Boston,
Massachusetts
|
$3.8M
|
+$508K
|
+14,849
|
+16%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
-$386K
|
-11,303
|
-10%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.43M
|
+$713K
|
+20,867
|
+27%
|
|
|
25
|
Denver Investment Advisors
Denver,
Colorado
|
$3.31M
|
+$530K
|
+15,487
|
+20%
|
|
