|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$102M
|
-$12.8M
|
-349,806
|
-11%
|
|
|
2
|
|
$65.9M
|
+$8.2M
|
+224,859
|
+14%
|
|
|
3
|
Bank of New York Mellon
New York
|
$21.7M
|
+$10.1M
|
+277,617
|
+83%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.6M
|
+$1.11M
|
+30,489
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.3M
|
+$1.56M
|
+42,744
|
+10%
|
|
|
6
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$10.9M
|
+$1.39M
|
+38,046
|
+14%
|
|
|
7
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$10.6M
|
-$321K
|
-8,790
|
-3%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$10.5M
|
-$368K
|
-10,101
|
-3%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$9.82M
|
-$87.7K
|
-2,406
|
-0.9%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$8.83M
|
-$328K
|
-9,006
|
-3%
|
|
|
11
|
IMC Chicago
Chicago,
Illinois
|
$8.23M
|
-$1.26M
|
-34,494
|
-13%
|
|
|
12
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$7.59M
|
-$19K
|
-522
|
-0.2%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$6.89M
|
+$610K
|
+16,719
|
+9%
|
|
|
14
|
Portfolio Strategies
Monsey,
New York
|
$6.45M
|
+$6.65M
|
+182,274
|
New
|
|
|
15
|
Rathbones Group
Liverpool,
United Kingdom
|
$6.24M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.6M
|
+$873K
|
+23,940
|
+18%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.34M
|
+$23.2K
|
+636
|
+0.4%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$5.01M
|
+$843K
|
+23,109
|
+20%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$4.84M
|
-$1.83M
|
-50,199
|
-27%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.28M
|
+$55.8K
|
+1,530
|
+1%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$3.77M
|
+$3.88M
|
+106,518
|
New
|
|
|
22
|
Gould Asset Management
Claremont,
California
|
$3.75M
|
+$17K
|
+465
|
+0.4%
|
|
|
23
|
Institute for Wealth Management
Denver,
Colorado
|
$3.24M
|
+$310K
|
+8,502
|
+10%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$3.23M
|
+$1.61M
|
+44,133
|
+94%
|
|
|
25
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2.98M
|
+$388K
|
+10,647
|
+14%
|
|
