|
1
|
Franklin Resources
San Mateo,
California
|
$89.8M
|
+$356K
|
+11,022
|
+0.4%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$82.1M
|
-$395K
|
-12,216
|
-0.4%
|
|
|
3
|
|
$62.2M
|
–
|
–
|
–
|
|
|
4
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$54.9M
|
-$14.7M
|
-455,400
|
-19%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$33.2M
|
+$4.72M
|
+146,094
|
+15%
|
|
|
6
|
Bank of New York Mellon
New York
|
$17.8M
|
+$97
|
+3
|
+0%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.7M
|
+$470K
|
+14,538
|
+3%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$12.2M
|
–
|
–
|
–
|
|
|
9
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$11.1M
|
+$276K
|
+8,526
|
+2%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$9.29M
|
-$1.98M
|
-61,299
|
-16%
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$8.88M
|
-$2.26M
|
-69,765
|
-19%
|
|
|
12
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$8.87M
|
-$50.1K
|
-1,548
|
-0.5%
|
|
|
13
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$8.6M
|
+$22.1K
|
+684
|
+0.2%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$8.53M
|
+$46.6K
|
+1,440
|
+0.5%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$8.33M
|
+$4.9M
|
+151,683
|
+112%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.81M
|
-$476K
|
-14,730
|
-5%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$7.16M
|
+$73.9K
|
+2,286
|
+0.9%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$6.92M
|
-$393K
|
-12,165
|
-5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.18M
|
-$707K
|
-21,870
|
-11%
|
|
|
20
|
Portfolio Strategies
Monsey,
New York
|
$5.05M
|
-$98.7K
|
-3,051
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$4.56M
|
+$2.19M
|
+67,770
|
+74%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.49M
|
+$120K
|
+3,723
|
+2%
|
|
|
23
|
|
$4.49M
|
+$456K
|
+14,106
|
+10%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.26M
|
+$66K
|
+2,040
|
+1%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.18M
|
+$1.05M
|
+32,427
|
+29%
|
|
