|
1
|
State Street
Boston,
Massachusetts
|
$82.9M
|
-$4.54M
|
-147,018
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$23.7M
|
+$3.64M
|
+117,867
|
+18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
-$1.32M
|
-42,761
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.7M
|
-$211K
|
-6,838
|
-1%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$20.9M
|
+$3.61M
|
+116,870
|
+21%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$19.6M
|
+$1.53M
|
+49,667
|
+9%
|
|
|
7
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$15.9M
|
-$499K
|
-16,185
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
+$6.65M
|
+215,480
|
+76%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.7M
|
+$572K
|
+18,531
|
+4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$14.1M
|
-$440K
|
-14,253
|
-3%
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.7M
|
+$178K
|
+5,778
|
+1%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$11.9M
|
-$910K
|
-29,508
|
-7%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$11.6M
|
-$12.8M
|
-413,351
|
-52%
|
|
|
14
|
|
$10.6M
|
-$3.42K
|
-111
|
-0%
|
|
|
15
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.77M
|
-$476K
|
-15,424
|
-5%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.59M
|
+$101K
|
+3,273
|
+1%
|
|
|
17
|
|
$7.49M
|
-$9.58M
|
-310,401
|
-56%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$5.41M
|
–
|
–
|
–
|
|
|
19
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.7M
|
–
|
–
|
–
|
|
|
20
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.31M
|
-$221K
|
-7,177
|
-5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
-$260K
|
-8,435
|
-6%
|
|
|
22
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.23M
|
-$528K
|
-17,127
|
-11%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$4.01M
|
+$4M
|
+129,628
|
New
|
|
|
24
|
Park Avenue Securities
New York
|
$3.92M
|
+$605K
|
+19,601
|
+18%
|
|
|
25
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$3.81M
|
-$177K
|
-5,741
|
-4%
|
|
