|
1
|
State Street
Boston,
Massachusetts
|
$101M
|
+$1.81M
|
+61,701
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
-$6.01M
|
-205,263
|
-13%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$35.5M
|
-$163K
|
-5,584
|
-0.5%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$33.9M
|
-$3.02M
|
-103,308
|
-8%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$23.6M
|
+$294K
|
+10,045
|
+1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
+$6.11M
|
+208,852
|
+48%
|
|
|
7
|
Premise Capital
Naperville,
Illinois
|
$14.5M
|
+$1.06M
|
+36,063
|
+40%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.8M
|
+$457K
|
+15,628
|
+4%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$11.4M
|
+$913K
|
+31,198
|
+9%
|
|
|
10
|
Larson Financial Group
St Louis,
Missouri
|
$11.1M
|
+$213K
|
+7,292
|
+2%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$9.28M
|
+$432K
|
+14,760
|
+5%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.67M
|
+$5.27M
|
+180,132
|
+161%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$8.57M
|
+$622K
|
+21,247
|
+8%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$7.8M
|
+$2.55K
|
+87
|
+0%
|
|
|
15
|
Mason Investment Advisory Services
Reston,
Virginia
|
$7.09M
|
-$11.7K
|
-401
|
-0.2%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$6.86M
|
-$553K
|
-18,891
|
-7%
|
|
|
17
|
Bellecapital
Zurich,
Switzerland
|
$6.36M
|
+$1.48M
|
+50,455
|
+30%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$6.13M
|
-$3.16M
|
-108,111
|
-34%
|
|
|
19
|
Landmark Bank
Columbia,
Missouri
|
$5.83M
|
+$24.1K
|
+825
|
+0.4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.47M
|
-$1.62M
|
-55,371
|
-23%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$5.36M
|
+$580K
|
+19,815
|
+12%
|
|
|
22
|
|
$4.07M
|
-$3M
|
-102,426
|
-43%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.67M
|
+$516K
|
+17,619
|
+16%
|
|
|
24
|
Keel Point
Huntsville,
Alabama
|
$3.43M
|
-$2.19M
|
-74,956
|
-39%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.1M
|
–
|
–
|
–
|
|
