|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$111M
|
-$1.82M
|
-47,985
|
-2%
|
|
|
2
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$78.5M
|
+$75.8M
|
+2,001,486
|
New
|
|
|
3
|
|
$78M
|
+$4.86M
|
+128,211
|
+7%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37M
|
+$35.5M
|
+937,740
|
+15,590%
|
|
|
5
|
Bank of New York Mellon
New York
|
$24M
|
+$114
|
+3
|
+0%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$4.58M
|
+121,038
|
+25%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20M
|
+$465K
|
+12,276
|
+2%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$12.9M
|
+$851K
|
+22,467
|
+7%
|
|
|
9
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$11.9M
|
+$3.34M
|
+88,047
|
+41%
|
|
|
10
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$11.7M
|
+$455
|
+12
|
+0%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$11.6M
|
-$65.5K
|
-1,728
|
-0.6%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$10.9M
|
–
|
–
|
–
|
|
|
13
|
IMC Chicago
Chicago,
Illinois
|
$9.14M
|
+$19.7K
|
+519
|
+0.2%
|
|
|
14
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.13M
|
-$657K
|
-17,349
|
-7%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$8.84M
|
+$1.16M
|
+30,696
|
+16%
|
|
|
16
|
Rathbones Group
Liverpool,
United Kingdom
|
$8.61M
|
+$1.64M
|
+43,320
|
+25%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.35M
|
+$1.11M
|
+29,238
|
+18%
|
|
|
18
|
Portfolio Strategies
Monsey,
New York
|
$7.12M
|
-$40.8K
|
-1,077
|
-0.6%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$6.7M
|
+$1.11M
|
+29,394
|
+21%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.85M
|
-$66.9K
|
-1,767
|
-1%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$5.84M
|
+$464K
|
+12,243
|
+9%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$5.67M
|
+$3.26M
|
+86,070
|
+147%
|
|
|
23
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.86M
|
+$115K
|
+3,042
|
+3%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$4.72M
|
+$521K
|
+13,743
|
+13%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$4.39M
|
+$220K
|
+5,805
|
+5%
|
|
