|
1
|
State Street
Boston,
Massachusetts
|
$80.6M
|
+$6.78M
|
+241,873
|
+7%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$27.8M
|
-$230K
|
-8,224
|
-0.7%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$18.7M
|
+$2.16M
|
+77,060
|
+10%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.5M
|
+$6.34M
|
+226,146
|
+64%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$14.2M
|
-$4.21M
|
-150,139
|
-19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
-$23.6M
|
-843,411
|
-59%
|
|
|
7
|
|
$10.4M
|
+$6.44M
|
+229,605
|
+102%
|
|
|
8
|
Larson Financial Group
St Louis,
Missouri
|
$9.95M
|
-$244K
|
-8,691
|
-2%
|
|
|
9
|
Commerce Bank
Kansas City,
Missouri
|
$9.29M
|
-$19.8M
|
-705,607
|
-63%
|
|
|
10
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.45M
|
+$2.01M
|
+71,800
|
+31%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$7.07M
|
-$396K
|
-14,133
|
-4%
|
|
|
12
|
Flow Traders U.S.
New York
|
$6.39M
|
+$7.86M
|
+280,548
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6M
|
+$1.15M
|
+41,200
|
+19%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.84M
|
+$3.78M
|
+134,752
|
+110%
|
|
|
15
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$5.53M
|
-$2.02M
|
-72,228
|
-23%
|
|
|
16
|
Simmons Bank
Pine Bluff,
Arkansas
|
$5.52M
|
+$6.8M
|
+242,488
|
New
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$5M
|
-$4.32M
|
-154,270
|
-41%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$4.71M
|
-$1.68M
|
-59,863
|
-22%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$4.06M
|
-$116K
|
-4,130
|
-2%
|
|
|
20
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.9M
|
-$577K
|
-20,578
|
-11%
|
|
|
21
|
Corrigan Financial
Middletown,
Rhode Island
|
$3.47M
|
+$4.27M
|
+152,334
|
New
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.35M
|
+$366K
|
+13,057
|
+10%
|
|
|
23
|
Bellecapital
Zurich,
Switzerland
|
$3.12M
|
+$3.83M
|
+136,800
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.96M
|
+$825K
|
+29,426
|
+29%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.65M
|
+$903K
|
+32,234
|
+38%
|
|
