|
1
|
State Street
Boston,
Massachusetts
|
$102M
|
+$2.37M
|
+79,477
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$48.8M
|
+$2.2M
|
+73,658
|
+5%
|
|
|
3
|
Commerce Bank
Kansas City,
Missouri
|
$39.6M
|
+$2.89M
|
+96,921
|
+8%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37.1M
|
-$185K
|
-6,184
|
-0.5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$24.4M
|
+$284K
|
+9,509
|
+1%
|
|
|
6
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$11.5M
|
+$11.3M
|
+378,037
|
New
|
|
|
7
|
Larson Financial Group
St Louis,
Missouri
|
$10.7M
|
+$1.36M
|
+45,670
|
+15%
|
|
|
8
|
Global Financial Private Capital
Sarasota,
Florida
|
$10.1M
|
-$1.76K
|
-59
|
-0%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$9.74M
|
+$817K
|
+27,379
|
+9%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$8.83M
|
+$17K
|
+571
|
+0.2%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.64M
|
-$6.13M
|
-205,494
|
-42%
|
|
|
12
|
|
$8.44M
|
-$1.45M
|
-48,583
|
-15%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$7.71M
|
+$1.21M
|
+40,616
|
+19%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.62M
|
+$403K
|
+13,510
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.46M
|
+$1.67M
|
+55,797
|
+29%
|
|
|
16
|
Mason Investment Advisory Services
Reston,
Virginia
|
$7.33M
|
+$7.22M
|
+241,785
|
New
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$6.89M
|
+$878K
|
+29,421
|
+15%
|
|
|
18
|
Landmark Bank
Columbia,
Missouri
|
$5.93M
|
+$103K
|
+3,459
|
+2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$5.65M
|
+$380K
|
+12,743
|
+7%
|
|
|
20
|
Keel Point
Huntsville,
Alabama
|
$5.58M
|
+$519K
|
+17,395
|
+10%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$5.26M
|
–
|
–
|
–
|
|
|
22
|
Bellecapital
Zurich,
Switzerland
|
$5.03M
|
–
|
–
|
–
|
|
|
23
|
Premise Capital
Naperville,
Illinois
|
$3.8M
|
+$3.07M
|
+102,707
|
+454%
|
|
|
24
|
IndexIQ Advisors
New York
|
$3.62M
|
-$1.36M
|
-45,522
|
-28%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$3.59M
|
-$1.37M
|
-45,795
|
-28%
|
|
