|
1
|
State Street
Boston,
Massachusetts
|
$90.9M
|
-$5.54M
|
-214,459
|
-6%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$29.9M
|
-$3.29M
|
-127,542
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
+$5.71M
|
+221,193
|
+37%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$19.6M
|
-$2.7M
|
-104,519
|
-13%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$16.4M
|
-$559K
|
-21,649
|
-3%
|
|
|
6
|
Pitcairn
Conshohocken,
Pennsylvania
|
$12M
|
+$10.4M
|
+400,921
|
+1,046%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$4.59M
|
+177,906
|
+69%
|
|
|
8
|
|
$11.4M
|
-$1.02M
|
-39,472
|
-9%
|
|
|
9
|
Larson Financial Group
St Louis,
Missouri
|
$10.4M
|
-$1.45M
|
-56,246
|
-13%
|
|
|
10
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.75M
|
+$5.28M
|
+204,280
|
+134%
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.42M
|
+$8.9M
|
+344,503
|
New
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$8.47M
|
-$11.5K
|
-444
|
-0.1%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.7M
|
-$8.06M
|
-312,060
|
-54%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.4M
|
+$182K
|
+7,051
|
+3%
|
|
|
15
|
Simmons Bank
Pine Bluff,
Arkansas
|
$6.92M
|
+$269K
|
+10,418
|
+4%
|
|
|
16
|
Commerce Bank
Kansas City,
Missouri
|
$6.86M
|
-$4.06M
|
-157,185
|
-39%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$6.41M
|
+$4.66M
|
+180,248
|
+333%
|
|
|
18
|
Accredited Investors
Edina,
Minnesota
|
$5.59M
|
+$4.8M
|
+185,725
|
+992%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$4.97M
|
-$640K
|
-24,770
|
-12%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$4.82M
|
-$1.11M
|
-43,171
|
-20%
|
|
|
21
|
|
$4.74M
|
+$3.52M
|
+136,399
|
+371%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$4.46M
|
+$4.21M
|
+162,952
|
New
|
|
|
23
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.45M
|
-$227K
|
-8,798
|
-5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.41M
|
+$814K
|
+31,509
|
+24%
|
|
|
25
|
Premise Capital
Naperville,
Illinois
|
$4.17M
|
+$205K
|
+7,919
|
+22%
|
|
