|
1
|
State Street
Boston,
Massachusetts
|
$101M
|
+$1.67M
|
+47,315
|
+2%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$32M
|
+$1.5M
|
+42,411
|
+5%
|
|
|
3
|
Accredited Investors
Edina,
Minnesota
|
$25.1M
|
+$17.6M
|
+496,599
|
+229%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.4M
|
-$3.4M
|
-96,255
|
-13%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$20.4M
|
-$1.88M
|
-53,263
|
-8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$18.2M
|
+$86.9K
|
+2,457
|
+0.5%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$17.4M
|
+$64.4K
|
+1,822
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$1.64M
|
+46,453
|
+11%
|
|
|
9
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$14.9M
|
+$7.8M
|
+220,726
|
+109%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.1M
|
-$1.59M
|
-44,923
|
-10%
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$13.6M
|
-$2.02M
|
-57,252
|
-14%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$13M
|
+$2.88M
|
+81,351
|
+28%
|
|
|
13
|
Corrigan Financial
Middletown,
Rhode Island
|
$12.1M
|
-$61.5K
|
-1,740
|
-0.5%
|
|
|
14
|
|
$11.6M
|
-$409K
|
-11,560
|
-3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$9.82M
|
+$646K
|
+18,260
|
+7%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$7.33M
|
+$322K
|
+9,116
|
+5%
|
|
|
17
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.13M
|
-$1.69M
|
-47,660
|
-19%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.01M
|
+$1.43M
|
+40,499
|
+26%
|
|
|
19
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$5.99M
|
+$174K
|
+4,922
|
+3%
|
|
|
20
|
|
$5.92M
|
+$4.77M
|
+134,833
|
+403%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.71M
|
+$181K
|
+5,130
|
+3%
|
|
|
22
|
Larson Financial Group
St Louis,
Missouri
|
$5.59M
|
-$129K
|
-3,649
|
-2%
|
|
|
23
|
|
$5.38M
|
+$5.41M
|
+152,992
|
New
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.03M
|
–
|
–
|
–
|
|
|
25
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.44M
|
-$71.4K
|
-2,020
|
-2%
|
|
