|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$114M
|
-$17.9M
|
-520,440
|
-14%
|
|
|
2
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$108M
|
-$26.4M
|
-766,635
|
-20%
|
|
|
3
|
|
$57.8M
|
+$14.2M
|
+412,854
|
+34%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.5M
|
+$180K
|
+5,223
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.8M
|
-$5.73M
|
-166,161
|
-27%
|
|
|
6
|
Bank of New York Mellon
New York
|
$11.8M
|
+$9.1M
|
+264,000
|
+374%
|
|
|
7
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$11.3M
|
+$3.77M
|
+109,326
|
+55%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$10.8M
|
-$3.84M
|
-111,360
|
-27%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$9.9M
|
-$58.5K
|
-1,698
|
-0.6%
|
|
|
10
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$9.54M
|
+$289K
|
+8,397
|
+3%
|
|
|
11
|
IMC Chicago
Chicago,
Illinois
|
$9.45M
|
+$9.2M
|
+266,976
|
New
|
|
|
12
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.14M
|
-$8.91M
|
-258,537
|
-50%
|
|
|
13
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$7.6M
|
-$212K
|
-6,147
|
-3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$6.61M
|
+$891K
|
+25,854
|
+16%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$6.29M
|
+$2.82M
|
+81,711
|
+85%
|
|
|
16
|
Rathbones Group
Liverpool,
United Kingdom
|
$6.23M
|
+$4.6M
|
+133,341
|
+311%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.31M
|
-$1.14M
|
-33,213
|
-18%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.75M
|
+$2.72M
|
+78,933
|
+143%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.22M
|
+$310K
|
+9,000
|
+8%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$4.19M
|
+$2.72M
|
+79,038
|
+201%
|
|
|
21
|
Gould Asset Management
Claremont,
California
|
$3.73M
|
+$299K
|
+8,670
|
+9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.66M
|
-$240K
|
-6,969
|
-6%
|
|
|
23
|
Institute for Wealth Management
Denver,
Colorado
|
$2.94M
|
+$99.7K
|
+2,892
|
+4%
|
|
|
24
|
Affinity Capital Advisors
Berkeley,
California
|
$2.74M
|
+$8.38K
|
+243
|
+0.3%
|
|
|
25
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.63M
|
+$184K
|
+5,346
|
+8%
|
|
