|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$120M
|
-$2.5M
|
-85,140
|
-2%
|
|
|
2
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$105M
|
+$99.9M
|
+3,398,829
|
New
|
|
|
3
|
|
$22M
|
+$20.8M
|
+708,456
|
New
|
|
|
4
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$19.5M
|
+$7.67M
|
+260,946
|
+71%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$4.84M
|
+164,694
|
+37%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
+$316K
|
+10,758
|
+3%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$12.4M
|
-$13.3K
|
-453
|
-0.1%
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$8.72M
|
–
|
–
|
–
|
|
|
9
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$8.1M
|
+$449K
|
+15,276
|
+6%
|
|
|
10
|
Level Four Advisory Services
Dallas,
Texas
|
$7.59M
|
+$1.91M
|
+65,118
|
+36%
|
|
|
11
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$7.4M
|
+$2.73K
|
+93
|
+0%
|
|
|
12
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$6.69M
|
+$1.45M
|
+49,233
|
+30%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.04M
|
+$2.23M
|
+75,756
|
+64%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.61M
|
+$1.28M
|
+43,503
|
+41%
|
|
|
15
|
Affinity Capital Advisors
Berkeley,
California
|
$3.56M
|
-$226K
|
-7,680
|
-6%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.37M
|
+$140K
|
+4,752
|
+5%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.17M
|
-$130K
|
-4,419
|
-4%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$2.98M
|
+$1.06M
|
+36,057
|
+60%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.66M
|
-$243K
|
-8,262
|
-9%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.37M
|
-$123K
|
-4,179
|
-5%
|
|
|
21
|
Institute for Wealth Management
Denver,
Colorado
|
$2.36M
|
+$589K
|
+20,040
|
+36%
|
|
|
22
|
Gould Asset Management
Claremont,
California
|
$2.25M
|
+$342K
|
+11,625
|
+19%
|
|
|
23
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$2.19M
|
+$26.5K
|
+903
|
+1%
|
|
|
24
|
Bank of New York Mellon
New York
|
$2.19M
|
+$88
|
+3
|
+0%
|
|
|
25
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.13M
|
+$32.9K
|
+1,119
|
+2%
|
|
