|
1
|
State Street
Boston,
Massachusetts
|
$77.7M
|
-$3.97M
|
-128,271
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$3.78M
|
+122,000
|
+16%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7M
|
+$2.33M
|
+75,389
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
-$267K
|
-8,622
|
-1%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$20.9M
|
+$252K
|
+8,124
|
+1%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$19.3M
|
+$34.8K
|
+1,124
|
+0.2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$13.6M
|
-$329K
|
-10,637
|
-2%
|
|
|
8
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$13.1M
|
-$2.61M
|
-84,242
|
-16%
|
|
|
9
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.3M
|
-$178K
|
-5,750
|
-1%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$11.9M
|
+$480K
|
+15,520
|
+4%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$11.6M
|
-$138K
|
-4,458
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$4.65M
|
-150,274
|
-30%
|
|
|
13
|
|
$10.1M
|
-$345K
|
-11,131
|
-3%
|
|
|
14
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.4M
|
-$226K
|
-7,302
|
-2%
|
|
|
15
|
|
$8.14M
|
+$773K
|
+24,977
|
+10%
|
|
|
16
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$7.31M
|
+$7.42M
|
+239,655
|
New
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.01M
|
-$475K
|
-15,343
|
-6%
|
|
|
18
|
|
$6.87M
|
+$6.59M
|
+212,901
|
+1,717%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$5.29M
|
+$2.88K
|
+93
|
+0.1%
|
|
|
20
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.64M
|
+$12.9K
|
+418
|
+0.3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.38M
|
+$2.25M
|
+72,785
|
+103%
|
|
|
22
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.24M
|
-$6.13K
|
-198
|
-0.1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.22M
|
+$186
|
+6
|
+0%
|
|
|
24
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.16M
|
-$3.62K
|
-117
|
-0.1%
|
|
|
25
|
Park Avenue Securities
New York
|
$4.15M
|
+$299K
|
+9,673
|
+8%
|
|
