|
1
|
State Street
Boston,
Massachusetts
|
$118M
|
-$10.5M
|
-294,132
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$59.8M
|
-$8.67M
|
-243,704
|
-12%
|
|
|
3
|
Commerce Bank
Kansas City,
Missouri
|
$41.6M
|
+$337K
|
+9,475
|
+0.8%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$38.8M
|
+$927K
|
+26,046
|
+2%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.2M
|
-$21.5M
|
-602,854
|
-40%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$24.6M
|
-$526K
|
-14,768
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$624K
|
-17,525
|
-4%
|
|
|
8
|
Global Financial Private Capital
Sarasota,
Florida
|
$15.4M
|
+$1.17M
|
+32,903
|
+8%
|
|
|
9
|
|
$10.9M
|
-$2.04M
|
-57,284
|
-15%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$10.6M
|
+$518K
|
+14,558
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.48M
|
+$172K
|
+4,844
|
+2%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.03M
|
+$145K
|
+4,075
|
+2%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$6.46M
|
+$427K
|
+11,990
|
+7%
|
|
|
14
|
Landmark Bank
Columbia,
Missouri
|
$6.06M
|
+$6.28M
|
+176,505
|
New
|
|
|
15
|
Bellecapital
Zurich,
Switzerland
|
$5.7M
|
+$598K
|
+16,800
|
+11%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$5.62M
|
+$219K
|
+6,165
|
+4%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$5.44M
|
-$921K
|
-25,869
|
-14%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$4.66M
|
+$785K
|
+22,049
|
+19%
|
|
|
19
|
IndexIQ Advisors
New York
|
$4.38M
|
+$582K
|
+16,353
|
+15%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.93M
|
–
|
–
|
–
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$3.81M
|
+$218K
|
+6,126
|
+6%
|
|
|
22
|
WP Advisors
San Francisco,
California
|
$3.79M
|
+$15.2K
|
+428
|
+0.4%
|
|
|
23
|
|
$3.72M
|
+$111K
|
+3,133
|
+3%
|
|
|
24
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$3.71M
|
+$3.85M
|
+108,076
|
New
|
|
|
25
|
Rinet Company
Boston,
Massachusetts
|
$3.63M
|
+$106K
|
+2,978
|
+3%
|
|
