|
1
|
State Street
Boston,
Massachusetts
|
$108M
|
-$5.3M
|
-136,451
|
-5%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$31.4M
|
+$7.54K
|
+194
|
+0%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
+$143K
|
+3,675
|
+0.6%
|
|
|
4
|
|
$23.4M
|
+$19.2M
|
+493,441
|
+442%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$22.9M
|
-$809K
|
-20,820
|
-3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$19.6M
|
-$1.43M
|
-36,841
|
-7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$1.78M
|
+45,875
|
+10%
|
|
|
8
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$15.7M
|
+$1.42M
|
+36,468
|
+10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$568K
|
-14,615
|
-4%
|
|
|
10
|
Corrigan Financial
Middletown,
Rhode Island
|
$13.3M
|
-$321K
|
-8,266
|
-2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.8M
|
+$1.37M
|
+35,353
|
+12%
|
|
|
12
|
|
$12.5M
|
+$93.8K
|
+2,415
|
+0.8%
|
|
|
13
|
Commerce Bank
Kansas City,
Missouri
|
$11.4M
|
+$623K
|
+16,037
|
+6%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$11M
|
-$283K
|
-7,292
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.77M
|
+$502K
|
+12,916
|
+5%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$7.84M
|
-$612K
|
-15,755
|
-7%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
$7.7M
|
-$111K
|
-2,860
|
-1%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$6.99M
|
-$155K
|
-3,989
|
-2%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.99M
|
+$66.2K
|
+1,705
|
+1%
|
|
|
20
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.86M
|
-$84.1K
|
-2,165
|
-1%
|
|
|
21
|
Merriman Wealth Management
Seattle,
Washington
|
$5.85M
|
-$93.1K
|
-2,395
|
-2%
|
|
|
22
|
Simmons Bank
Pine Bluff,
Arkansas
|
$5.71M
|
-$327K
|
-8,415
|
-5%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$5.27M
|
-$236K
|
-6,077
|
-4%
|
|
|
24
|
Rinet Company
Boston,
Massachusetts
|
$5.13M
|
+$23.3K
|
+599
|
+0.5%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$4.84M
|
-$4.25M
|
-109,438
|
-47%
|
|
