|
1
|
State Street
Boston,
Massachusetts
|
$75.4M
|
-$1.93M
|
-65,773
|
-2%
|
|
|
2
|
Accredited Investors
Edina,
Minnesota
|
$28.5M
|
+$4.65M
|
+158,529
|
+17%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$25M
|
+$182K
|
+6,198
|
+0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$557K
|
+19,019
|
+3%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$15.9M
|
-$193K
|
-6,584
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
+$1.95M
|
+66,418
|
+12%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.9M
|
+$488K
|
+16,651
|
+3%
|
|
|
8
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$14.6M
|
+$1.18M
|
+40,289
|
+8%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.7M
|
+$1.69M
|
+57,720
|
+14%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$12.5M
|
-$369K
|
-12,593
|
-3%
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$10.3M
|
+$2.68M
|
+91,285
|
+30%
|
|
|
12
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.03M
|
+$811K
|
+27,661
|
+9%
|
|
|
13
|
Corrigan Financial
Middletown,
Rhode Island
|
$8.99M
|
+$12.9K
|
+440
|
+0.1%
|
|
|
14
|
|
$8.83M
|
+$61.9K
|
+2,111
|
+0.6%
|
|
|
15
|
TIAA FSB
Jacksonville,
Florida
|
$8.57M
|
+$4.38M
|
+149,336
|
+83%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.19M
|
+$817K
|
+27,883
|
+10%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.27M
|
+$5.92M
|
+202,016
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.74M
|
+$247K
|
+8,416
|
+5%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$4.32M
|
-$3.65M
|
-124,622
|
-43%
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$4.02M
|
-$93.4K
|
-3,186
|
-2%
|
|
|
21
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$3.88M
|
-$485K
|
-16,533
|
-10%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3.74M
|
–
|
–
|
–
|
|
|
23
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$3.36M
|
-$3.05K
|
-104
|
-0.1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.11M
|
-$512K
|
-17,474
|
-13%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$3.08M
|
+$299K
|
+10,214
|
+9%
|
|
