|
1
|
State Street
Boston,
Massachusetts
|
$105M
|
-$4.05M
|
-131,298
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.7M
|
+$2.74M
|
+88,910
|
+7%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$39.2M
|
+$698K
|
+22,609
|
+2%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$35.5M
|
-$1.26M
|
-40,909
|
-4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$24.6M
|
+$3.81M
|
+123,624
|
+19%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$23.7M
|
-$1.89M
|
-61,420
|
-8%
|
|
|
7
|
Larson Financial Group
St Louis,
Missouri
|
$14.2M
|
+$2.12M
|
+68,746
|
+18%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$11.9M
|
-$478K
|
-15,478
|
-4%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.2M
|
+$1.86M
|
+60,189
|
+21%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$10.4M
|
+$1.03M
|
+33,455
|
+11%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$10.3M
|
+$253K
|
+8,192
|
+3%
|
|
|
12
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$10M
|
-$3.74M
|
-121,099
|
-28%
|
|
|
13
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.12M
|
+$8.85M
|
+286,718
|
New
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$8.49M
|
+$29.7K
|
+962
|
+0.4%
|
|
|
15
|
Mason Investment Advisory Services
Reston,
Virginia
|
$7.68M
|
–
|
–
|
–
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.41M
|
-$19.8K
|
-642
|
-0.3%
|
|
|
17
|
|
$7.19M
|
+$2.69M
|
+87,196
|
+63%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.08M
|
+$1.11M
|
+36,060
|
+19%
|
|
|
19
|
Global Financial Private Capital
Sarasota,
Florida
|
$6.12M
|
-$515K
|
-16,692
|
-8%
|
|
|
20
|
Landmark Bank
Columbia,
Missouri
|
$5.99M
|
-$321K
|
-10,395
|
-5%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$5.81M
|
–
|
–
|
–
|
|
|
22
|
Virtue Capital Management
Brentwood,
Tennessee
|
$5.71M
|
+$5.53M
|
+179,316
|
New
|
|
|
23
|
Premise Capital
Naperville,
Illinois
|
$5.21M
|
+$1.15M
|
+37,221
|
+29%
|
|
|
24
|
|
$4.82M
|
+$4.13M
|
+133,856
|
+774%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.26M
|
+$278K
|
+9,003
|
+7%
|
|
