|
1
|
Franklin Resources
San Mateo,
California
|
$227M
|
+$224M
|
+6,133,275
|
New
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$105M
|
+$202K
|
+5,541
|
+0.2%
|
|
|
3
|
|
$75.3M
|
+$1.73M
|
+47,430
|
+2%
|
|
|
4
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$65.1M
|
-$8.82M
|
-241,650
|
-12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$35.8M
|
+$13M
|
+357,255
|
+59%
|
|
|
6
|
Angeles Investment Advisors
Santa Monica,
California
|
$31.4M
|
+$29.8M
|
+816,750
|
+2,593%
|
|
|
7
|
Bank of New York Mellon
New York
|
$22.7M
|
+$9.31K
|
+255
|
+0%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.6M
|
-$257K
|
-7,041
|
-1%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$14M
|
+$3.65M
|
+99,834
|
+36%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$13.3M
|
+$4.64M
|
+127,173
|
+55%
|
|
|
11
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$13.1M
|
+$2.08M
|
+57,009
|
+19%
|
|
|
12
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$12.6M
|
+$351K
|
+9,612
|
+3%
|
|
|
13
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$12.5M
|
+$1.28M
|
+34,926
|
+12%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$10.8M
|
-$48.9K
|
-1,338
|
-0.5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.07M
|
+$2.11M
|
+57,771
|
+31%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$8.34M
|
+$1.99M
|
+54,510
|
+32%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$8.2M
|
-$131K
|
-3,588
|
-2%
|
|
|
18
|
Rathbones Group
Liverpool,
United Kingdom
|
$8.12M
|
–
|
–
|
–
|
|
|
19
|
Portfolio Strategies
Monsey,
New York
|
$6.71M
|
+$7.12K
|
+195
|
+0.1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.79M
|
+$265K
|
+7,257
|
+5%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$5.36M
|
+$768K
|
+21,039
|
+17%
|
|
|
22
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$4.99M
|
+$4.18M
|
+114,582
|
+563%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.79M
|
+$1.28M
|
+35,124
|
+37%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$4.55M
|
+$103K
|
+2,820
|
+2%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.2M
|
+$229K
|
+6,285
|
+6%
|
|
