|
1
|
State Street
Boston,
Massachusetts
|
$106M
|
-$1.55M
|
-39,666
|
-1%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$31.7M
|
+$466K
|
+11,945
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$445K
|
+11,403
|
+2%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$22.8M
|
+$43.4K
|
+1,111
|
+0.2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$19.3M
|
-$224K
|
-5,735
|
-1%
|
|
|
6
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$16.4M
|
+$752K
|
+19,248
|
+5%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.1M
|
+$2.94M
|
+75,304
|
+23%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
-$2.8M
|
-71,790
|
-15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$5.93M
|
+151,962
|
+60%
|
|
|
10
|
Corrigan Financial
Middletown,
Rhode Island
|
$13.2M
|
-$54.4K
|
-1,393
|
-0.4%
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$12.7M
|
+$1.44M
|
+36,967
|
+13%
|
|
|
12
|
|
$12.6M
|
+$195K
|
+4,992
|
+2%
|
|
|
13
|
|
$11.2M
|
-$12.3M
|
-315,123
|
-52%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$10.8M
|
-$160K
|
-4,095
|
-1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$9.59M
|
-$5.6M
|
-143,489
|
-37%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$7.7M
|
-$114K
|
-2,923
|
-1%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
$7.66M
|
-$7.03K
|
-180
|
-0.1%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$6.41M
|
-$561K
|
-14,371
|
-8%
|
|
|
19
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6.08M
|
+$1.3M
|
+33,254
|
+27%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.04M
|
+$74.6K
|
+1,910
|
+1%
|
|
|
21
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.83M
|
-$5.15K
|
-132
|
-0.1%
|
|
|
22
|
Rinet Company
Boston,
Massachusetts
|
$5.11M
|
–
|
–
|
–
|
|
|
23
|
Simmons Bank
Pine Bluff,
Arkansas
|
$5.11M
|
-$592K
|
-15,160
|
-10%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$5.07M
|
-$181K
|
-4,645
|
-3%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$4.53M
|
-$234K
|
-5,987
|
-5%
|
|
