|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$110M
|
+$3.66M
|
+133,680
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$5.68M
|
+207,423
|
+87%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.5M
|
+$209K
|
+7,626
|
+2%
|
|
|
4
|
Spinnaker Trust
Portland,
Maine
|
$11.2M
|
+$439K
|
+16,020
|
+4%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$10.4M
|
+$1.02M
|
+37,200
|
New
|
|
|
6
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$10.3M
|
+$10.1M
|
+368,181
|
New
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$7.84M
|
+$879K
|
+32,100
|
+13%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6.85M
|
+$2.07M
|
+75,603
|
+44%
|
|
|
9
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.65M
|
-$163K
|
-5,955
|
-2%
|
|
|
10
|
Level Four Advisory Services
Dallas,
Texas
|
$5.01M
|
+$180K
|
+6,585
|
+4%
|
|
|
11
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$4.64M
|
+$303K
|
+11,070
|
+7%
|
|
|
12
|
Affinity Capital Advisors
Berkeley,
California
|
$3.41M
|
+$620K
|
+22,614
|
+23%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.32M
|
+$41.4K
|
+1,512
|
+1%
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.98M
|
+$456K
|
+16,656
|
+18%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.93M
|
-$42.7K
|
-1,557
|
-1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.9M
|
-$178K
|
-6,486
|
-6%
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.62M
|
+$195K
|
+7,110
|
+8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.25M
|
+$928K
|
+33,861
|
+72%
|
|
|
19
|
Bank of New York Mellon
New York
|
$1.97M
|
-$82
|
-3
|
-0%
|
|
|
20
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.94M
|
+$10.6K
|
+387
|
+0.6%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.88M
|
+$106K
|
+3,876
|
+6%
|
|
|
22
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$1.75M
|
-$25.4K
|
-927
|
-6%
|
|
|
23
|
Gould Asset Management
Claremont,
California
|
$1.7M
|
+$21K
|
+765
|
+1%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$1.67M
|
+$755K
|
+27,576
|
+85%
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$1.56M
|
+$918K
|
+33,525
|
+148%
|
|
