|
1
|
State Street
Boston,
Massachusetts
|
$107M
|
+$3.19M
|
+83,103
|
+3%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$32.8M
|
+$1.71M
|
+44,616
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.8M
|
+$3.91M
|
+101,980
|
+15%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$23.9M
|
+$1.54M
|
+40,299
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$4.27M
|
+111,297
|
+28%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$18.6M
|
-$363K
|
-9,471
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$1.07M
|
+28,004
|
+7%
|
|
|
8
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$15.9M
|
-$183K
|
-4,774
|
-1%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.5M
|
+$1.24M
|
+32,309
|
+8%
|
|
|
10
|
Corrigan Financial
Middletown,
Rhode Island
|
$13M
|
+$54K
|
+1,409
|
+0.4%
|
|
|
11
|
|
$12.9M
|
+$558K
|
+14,552
|
+4%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$10.9M
|
-$1.6M
|
-41,787
|
-13%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$9.86M
|
+$450K
|
+11,729
|
+5%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$9.46M
|
-$1.11M
|
-28,989
|
-10%
|
|
|
15
|
Accredited Investors
Edina,
Minnesota
|
$8.18M
|
+$676K
|
+17,626
|
+9%
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7.67M
|
+$1.74M
|
+45,346
|
+29%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$7.53M
|
-$28.7K
|
-748
|
-0.4%
|
|
|
18
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$6.25M
|
+$6.35M
|
+165,527
|
New
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$6.15M
|
-$142K
|
-3,702
|
-2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6M
|
+$2.11M
|
+55,011
|
+53%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.94M
|
+$8.28K
|
+216
|
+0.1%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.41M
|
-$319K
|
-8,333
|
-5%
|
|
|
23
|
Advance Capital Management
Southfield,
Michigan
|
$4.85M
|
+$4.92M
|
+128,350
|
New
|
|
|
24
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.84M
|
+$4.92M
|
+128,236
|
New
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$4.82M
|
-$155K
|
-4,052
|
-3%
|
|
