|
1
|
State Street
Boston,
Massachusetts
|
$132M
|
-$164K
|
-4,564
|
-0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$70.3M
|
+$2.92M
|
+81,205
|
+4%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.5M
|
-$3.38M
|
-94,048
|
-6%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$42.6M
|
+$6.25M
|
+173,650
|
+17%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$40M
|
+$1.24M
|
+34,388
|
+3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$25.9M
|
+$304K
|
+8,444
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$1.57M
|
+43,547
|
+10%
|
|
|
8
|
Global Financial Private Capital
Sarasota,
Florida
|
$14.7M
|
+$1.83M
|
+50,844
|
+14%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.6M
|
+$783K
|
+21,754
|
+6%
|
|
|
10
|
|
$13.3M
|
+$889K
|
+24,702
|
+7%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$10.4M
|
+$772K
|
+21,439
|
+8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.57M
|
+$1.58M
|
+43,880
|
+22%
|
|
|
13
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.1M
|
-$156K
|
-4,348
|
-2%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$6.69M
|
+$318K
|
+8,823
|
+5%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$6.34M
|
-$1.76M
|
-48,910
|
-22%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$5.57M
|
+$221K
|
+6,131
|
+4%
|
|
|
17
|
Bellecapital
Zurich,
Switzerland
|
$5.28M
|
+$5.37M
|
+149,130
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.94M
|
-$205K
|
-5,684
|
-4%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.06M
|
-$316K
|
-8,786
|
-7%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.05M
|
–
|
–
|
–
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$4.02M
|
+$3.23M
|
+89,686
|
+375%
|
|
|
22
|
IndexIQ Advisors
New York
|
$3.94M
|
-$385K
|
-10,696
|
-9%
|
|
|
23
|
WP Advisors
San Francisco,
California
|
$3.89M
|
-$141K
|
-3,910
|
-3%
|
|
|
24
|
|
$3.73M
|
+$85.5K
|
+2,377
|
+2%
|
|
|
25
|
Denver Investment Advisors
Denver,
Colorado
|
$3.72M
|
+$136K
|
+3,785
|
+4%
|
|
