|
1
|
State Street
Boston,
Massachusetts
|
$83M
|
-$1.93M
|
-68,069
|
-2%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$23.2M
|
-$4.84M
|
-170,882
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.5M
|
+$2.97M
|
+105,064
|
+16%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
+$2.95M
|
+104,393
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$19.1M
|
+$2.18M
|
+76,860
|
+13%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$17.1M
|
-$818K
|
-28,914
|
-5%
|
|
|
7
|
Commerce Bank
Kansas City,
Missouri
|
$16.4M
|
+$4.66M
|
+164,545
|
+42%
|
|
|
8
|
|
$16.2M
|
+$15.6M
|
+552,120
|
New
|
|
|
9
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$15.5M
|
-$891K
|
-31,472
|
-6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.5M
|
-$623K
|
-22,019
|
-5%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$13.8M
|
-$244K
|
-8,630
|
-2%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$12.2M
|
+$2.39M
|
+84,514
|
+26%
|
|
|
13
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.9M
|
+$1.62M
|
+57,388
|
+17%
|
|
|
14
|
|
$10.1M
|
+$119K
|
+4,203
|
+1%
|
|
|
15
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.73M
|
-$404K
|
-14,273
|
-4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.37M
|
-$838K
|
-29,618
|
-9%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.11M
|
+$1.69M
|
+59,736
|
+33%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$6.26M
|
+$1.34M
|
+47,421
|
+29%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$5.09M
|
+$4.9M
|
+173,194
|
New
|
|
|
20
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.52M
|
+$2.11M
|
+74,530
|
+94%
|
|
|
21
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.46M
|
+$230K
|
+8,118
|
+6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$772K
|
+27,263
|
+23%
|
|
|
23
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.3M
|
-$70.1K
|
-2,477
|
-2%
|
|
|
24
|
Flow Traders U.S.
New York
|
$3.95M
|
+$3.8M
|
+134,278
|
New
|
|
|
25
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$3.79M
|
-$3K
|
-106
|
-0.1%
|
|
