|
1
|
State Street
Boston,
Massachusetts
|
$85.5M
|
+$2.28M
|
+71,145
|
+2%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$27.6M
|
+$1.35M
|
+42,098
|
+5%
|
|
|
3
|
Accredited Investors
Edina,
Minnesota
|
$27M
|
+$7.11M
|
+221,429
|
+31%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$832K
|
-25,915
|
-4%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$17.9M
|
+$1.21M
|
+37,828
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16M
|
+$1.16M
|
+35,999
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$1.61M
|
+50,137
|
+10%
|
|
|
8
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$15M
|
+$3.07M
|
+95,521
|
+23%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$14.2M
|
-$115K
|
-3,595
|
-0.7%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.3M
|
+$893K
|
+27,825
|
+7%
|
|
|
11
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.97M
|
+$35.1K
|
+1,095
|
+0.3%
|
|
|
12
|
|
$9.74M
|
+$182K
|
+5,675
|
+2%
|
|
|
13
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.22M
|
-$1.43M
|
-44,550
|
-12%
|
|
|
14
|
Commerce Bank
Kansas City,
Missouri
|
$8.77M
|
-$2.17M
|
-67,689
|
-18%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$8.39M
|
+$2.63M
|
+81,851
|
+39%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.28M
|
+$224K
|
+6,993
|
+3%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$5.19M
|
+$2.45M
|
+76,354
|
+74%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.02M
|
+$362K
|
+11,274
|
+7%
|
|
|
19
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.78M
|
-$166K
|
-5,181
|
-3%
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$4.55M
|
-$59.1K
|
-1,840
|
-1%
|
|
|
21
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.15M
|
+$11.5K
|
+359
|
+0.3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.96M
|
-$2.01M
|
-62,474
|
-31%
|
|
|
23
|
Carlson Capital Management
Northfield,
Minnesota
|
$3.77M
|
-$2.33M
|
-72,532
|
-36%
|
|
|
24
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$3.73M
|
+$90.8K
|
+2,828
|
+2%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$3.46M
|
-$128K
|
-3,983
|
-3%
|
|
