|
1
|
State Street
Boston,
Massachusetts
|
$99M
|
-$1.83M
|
-62,117
|
-2%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$30.5M
|
-$2.65M
|
-90,215
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24M
|
-$660K
|
-22,454
|
-3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$20.9M
|
-$778K
|
-26,475
|
-4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$17.8M
|
-$417K
|
-14,184
|
-2%
|
|
|
6
|
Pitcairn
Conshohocken,
Pennsylvania
|
$13.6M
|
+$301K
|
+10,227
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$558K
|
-18,988
|
-4%
|
|
|
8
|
Corrigan Financial
Middletown,
Rhode Island
|
$10.9M
|
+$50.3K
|
+1,713
|
+0.5%
|
|
|
9
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.1M
|
-$349K
|
-11,867
|
-3%
|
|
|
10
|
|
$9.35M
|
-$3.17M
|
-108,037
|
-26%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$9.18M
|
-$54.7K
|
-1,863
|
-0.6%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.97M
|
+$534K
|
+18,177
|
+7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.95M
|
-$256K
|
-8,727
|
-3%
|
|
|
14
|
Commerce Bank
Kansas City,
Missouri
|
$7.74M
|
+$121K
|
+4,106
|
+2%
|
|
|
15
|
Simmons Bank
Pine Bluff,
Arkansas
|
$7.41M
|
-$259K
|
-8,798
|
-3%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$6.9M
|
-$209K
|
-7,108
|
-3%
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$6.68M
|
-$4.72M
|
-160,561
|
-42%
|
|
|
18
|
Accredited Investors
Edina,
Minnesota
|
$6.19M
|
-$13.7K
|
-467
|
-0.2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.06M
|
+$159K
|
+5,421
|
+3%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$4.97M
|
-$368K
|
-12,538
|
-7%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$4.94M
|
-$567K
|
-19,312
|
-11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.87M
|
+$1.66M
|
+56,427
|
+54%
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$4.83M
|
-$116K
|
-3,947
|
-2%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.46M
|
+$36.8K
|
+1,252
|
+0.9%
|
|
|
25
|
|
$4.35M
|
-$877K
|
-29,834
|
-17%
|
|
