|
1
|
State Street
Boston,
Massachusetts
|
$132M
|
-$3.35M
|
-94,264
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$67.6M
|
+$299K
|
+8,424
|
+0.4%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$57M
|
+$2.1M
|
+59,164
|
+4%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$40.6M
|
+$1.25M
|
+35,328
|
+3%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$36.6M
|
+$1.81M
|
+51,034
|
+5%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$25.6M
|
-$531K
|
-14,949
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15.9M
|
-$83.9M
|
-2,362,241
|
-84%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$14.8M
|
+$14.8M
|
+418,081
|
New
|
|
|
9
|
Global Financial Private Capital
Sarasota,
Florida
|
$12.9M
|
+$775K
|
+21,817
|
+6%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$9.41M
|
+264,890
|
+271%
|
|
|
11
|
|
$12.4M
|
+$891K
|
+25,085
|
+8%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$9.67M
|
+$9.42M
|
+265,345
|
+3,785%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$8.45M
|
+$8.03M
|
+226,192
|
New
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.27M
|
+$37.9K
|
+1,067
|
+0.5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.04M
|
-$693K
|
-19,529
|
-9%
|
|
|
16
|
Accredited Investors
Edina,
Minnesota
|
$6.92M
|
-$116K
|
-3,277
|
-2%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$6.66M
|
-$1.61M
|
-45,418
|
-20%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$5.37M
|
+$62.3K
|
+1,754
|
+1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.13M
|
-$279K
|
-7,866
|
-5%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.38M
|
-$1.6M
|
-45,035
|
-27%
|
|
|
21
|
IndexIQ Advisors
New York
|
$4.33M
|
-$553K
|
-15,574
|
-11%
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.06M
|
–
|
–
|
–
|
|
|
23
|
WP Advisors
San Francisco,
California
|
$4.04M
|
+$161K
|
+4,533
|
+4%
|
|
|
24
|
Rinet Company
Boston,
Massachusetts
|
$3.76M
|
-$86.8K
|
-2,445
|
-2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.75M
|
+$106K
|
+2,982
|
+3%
|
|
