|
1
|
Franklin Resources
San Mateo,
California
|
$94.8M
|
-$102M
|
-3,051,345
|
-50%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$87.3M
|
-$128K
|
-3,846
|
-0.1%
|
|
|
3
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$72.1M
|
+$19.5M
|
+583,800
|
+33%
|
|
|
4
|
|
$62.2M
|
-$404K
|
-12,102
|
-0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$30.7M
|
+$991K
|
+29,703
|
+3%
|
|
|
6
|
Bank of New York Mellon
New York
|
$18.8M
|
-$100
|
-3
|
-0%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.1M
|
-$375K
|
-11,256
|
-2%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$12.9M
|
+$6.65M
|
+199,500
|
+91%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$9.32M
|
+279,315
|
+270%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$11.7M
|
+$539K
|
+16,149
|
+4%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$11.7M
|
+$122K
|
+3,660
|
+1%
|
|
|
12
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$11.5M
|
+$1.15M
|
+34,506
|
+10%
|
|
|
13
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$9.31M
|
-$1.16M
|
-34,671
|
-10%
|
|
|
14
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$9.08M
|
-$2.01M
|
-60,117
|
-17%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$8.98M
|
-$38.7K
|
-1,161
|
-0.4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.71M
|
+$1.28M
|
+38,358
|
+16%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$7.7M
|
+$832K
|
+24,951
|
+11%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$7.5M
|
+$747K
|
+22,407
|
+10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.16M
|
+$2.36M
|
+70,815
|
+55%
|
|
|
20
|
Portfolio Strategies
Monsey,
New York
|
$5.46M
|
-$137K
|
-4,110
|
-2%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.64M
|
+$199K
|
+5,976
|
+4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.45M
|
-$385K
|
-11,547
|
-7%
|
|
|
23
|
|
$4.31M
|
-$125K
|
-3,741
|
-3%
|
|
|
24
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$4.15M
|
–
|
–
|
–
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$3.81M
|
+$489K
|
+14,670
|
+13%
|
|
