|
1
|
State Street
Boston,
Massachusetts
|
$110M
|
-$4.09M
|
-111,121
|
-4%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$30.3M
|
-$695K
|
-18,907
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24.1M
|
-$214K
|
-5,825
|
-0.9%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$22.9M
|
-$688K
|
-18,701
|
-3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$20.4M
|
-$1.18M
|
-32,162
|
-6%
|
|
|
6
|
Pitcairn
Conshohocken,
Pennsylvania
|
$17.7M
|
+$344K
|
+9,348
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$6.65M
|
+180,874
|
+70%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$139K
|
+3,771
|
+0.9%
|
|
|
9
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$14M
|
+$1.32M
|
+35,953
|
+11%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.4M
|
+$12.8M
|
+349,304
|
New
|
|
|
11
|
Corrigan Financial
Middletown,
Rhode Island
|
$13.2M
|
-$200K
|
-5,434
|
-2%
|
|
|
12
|
|
$12M
|
+$1.55M
|
+42,043
|
+15%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.2M
|
-$349K
|
-9,505
|
-3%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$10.9M
|
-$86.6K
|
-2,354
|
-0.8%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
$10.4M
|
+$304K
|
+8,262
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$8.96M
|
+$452K
|
+12,302
|
+5%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$8.77M
|
+$4.45M
|
+120,903
|
+106%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$8.17M
|
-$135K
|
-3,677
|
-2%
|
|
|
19
|
Accredited Investors
Edina,
Minnesota
|
$7.55M
|
-$41.2K
|
-1,121
|
-0.6%
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$6.91M
|
-$271K
|
-7,371
|
-4%
|
|
|
21
|
Simmons Bank
Pine Bluff,
Arkansas
|
$5.84M
|
-$859K
|
-23,348
|
-13%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.75M
|
–
|
–
|
–
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$5.74M
|
-$42.9K
|
-1,167
|
-0.8%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.73M
|
+$162K
|
+4,394
|
+3%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$5.32M
|
-$330K
|
-8,984
|
-6%
|
|
