|
1
|
State Street
Boston,
Massachusetts
|
$108M
|
-$7.12M
|
-218,738
|
-7%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$29.4M
|
-$5.62M
|
-172,468
|
-17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.1M
|
-$4.49M
|
-137,991
|
-17%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$22.3M
|
-$1.89M
|
-57,969
|
-8%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$20.4M
|
-$295K
|
-9,059
|
-2%
|
|
|
6
|
Pitcairn
Conshohocken,
Pennsylvania
|
$16.4M
|
+$455K
|
+13,973
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
-$392K
|
-12,042
|
-3%
|
|
|
8
|
Corrigan Financial
Middletown,
Rhode Island
|
$12.7M
|
+$19.1K
|
+588
|
+0.2%
|
|
|
9
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.8M
|
+$27.3K
|
+839
|
+0.3%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.9M
|
+$681K
|
+20,920
|
+7%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$10.7M
|
-$292K
|
-8,973
|
-3%
|
|
|
12
|
|
$9.87M
|
-$953K
|
-29,277
|
-10%
|
|
|
13
|
Commerce Bank
Kansas City,
Missouri
|
$9.56M
|
+$489K
|
+15,015
|
+6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.13M
|
-$124K
|
-3,817
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.71M
|
+$3.86M
|
+118,421
|
+93%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$8.06M
|
+$2.19M
|
+67,147
|
+42%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$7.87M
|
-$163K
|
-4,998
|
-2%
|
|
|
18
|
Accredited Investors
Edina,
Minnesota
|
$7.2M
|
-$24.4K
|
-750
|
-0.4%
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$6.81M
|
-$903K
|
-27,720
|
-13%
|
|
|
20
|
Simmons Bank
Pine Bluff,
Arkansas
|
$6.36M
|
-$2.1M
|
-64,495
|
-26%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.72M
|
-$170K
|
-5,222
|
-3%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$5.48M
|
-$137K
|
-4,208
|
-3%
|
|
|
23
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.45M
|
+$5.01M
|
+153,815
|
New
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$5.36M
|
-$405K
|
-12,440
|
-8%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.27M
|
+$66.7K
|
+2,049
|
+1%
|
|
