|
1
|
State Street
Boston,
Massachusetts
|
$117M
|
-$850K
|
-24,975
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$60.2M
|
+$359K
|
+10,544
|
+0.6%
|
|
|
3
|
Commerce Bank
Kansas City,
Missouri
|
$40.7M
|
-$983K
|
-28,876
|
-2%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37.8M
|
+$949K
|
+27,869
|
+2%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$26.4M
|
+$1.79M
|
+52,560
|
+7%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.6M
|
-$6.54M
|
-192,024
|
-21%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$14.4M
|
-$959K
|
-28,151
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$3.98M
|
-116,900
|
-25%
|
|
|
9
|
|
$11M
|
+$106K
|
+3,123
|
+1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$10.8M
|
+$166K
|
+4,867
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.19M
|
-$1.29M
|
-37,856
|
-15%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.18M
|
+$141K
|
+4,145
|
+2%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$6.28M
|
+$595K
|
+17,482
|
+9%
|
|
|
14
|
Landmark Bank
Columbia,
Missouri
|
$6.08M
|
+$18.3K
|
+536
|
+0.3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.88M
|
+$262K
|
+7,680
|
+5%
|
|
|
16
|
Bellecapital
Zurich,
Switzerland
|
$5.7M
|
–
|
–
|
–
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$5.2M
|
+$5.15M
|
+151,273
|
New
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$4.96M
|
+$296K
|
+8,682
|
+6%
|
|
|
19
|
|
$4.82M
|
+$2.79M
|
+82,010
|
+141%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$4.27M
|
+$451K
|
+13,239
|
+12%
|
|
|
21
|
IndexIQ Advisors
New York
|
$4.08M
|
-$302K
|
-8,858
|
-7%
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.94M
|
–
|
–
|
–
|
|
|
23
|
Bank of New York Mellon
New York
|
$3.76M
|
+$946K
|
+27,774
|
+34%
|
|
|
24
|
WP Advisors
San Francisco,
California
|
$3.57M
|
-$216K
|
-6,335
|
-6%
|
|
|
25
|
|
$3.46M
|
-$263K
|
-7,710
|
-7%
|
|
