|
1
|
Franklin Resources
San Mateo,
California
|
$98.9M
|
+$2.66M
|
+85,650
|
+3%
|
|
|
2
|
|
$63.9M
|
+$967K
|
+31,101
|
+2%
|
|
|
3
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$58.8M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$37M
|
+$1.44M
|
+46,425
|
+4%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$21.1M
|
+$21.1M
|
+678,363
|
New
|
|
|
6
|
Bank of New York Mellon
New York
|
$19.3M
|
+$233K
|
+7,497
|
+1%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.8M
|
+$1.05M
|
+33,690
|
+7%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$13M
|
–
|
–
|
–
|
|
|
9
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$12.5M
|
+$556K
|
+17,892
|
+5%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$10.6M
|
+$610K
|
+19,635
|
+6%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
$10.1M
|
+$3.21M
|
+103,140
|
+4%
|
|
|
12
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$9.58M
|
+$206K
|
+6,624
|
+2%
|
|
|
13
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$9.23M
|
+$22.5K
|
+723
|
+0.2%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$8.93M
|
-$207K
|
-6,651
|
-2%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$8.56M
|
+$7.56M
|
+243,141
|
+762%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.53M
|
+$5.43M
|
+174,702
|
+176%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$6.89M
|
-$771K
|
-24,792
|
-10%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.34M
|
+$1.37M
|
+44,229
|
+28%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$5.98M
|
+$9.01M
|
+289,932
|
+101%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.68M
|
+$125K
|
+4,029
|
+2%
|
|
|
21
|
|
$5.33M
|
-$2.39M
|
-76,857
|
-50%
|
|
|
22
|
Portfolio Strategies
Monsey,
New York
|
$5.28M
|
-$140K
|
-4,497
|
-3%
|
|
|
23
|
Gould Asset Management
Claremont,
California
|
$5.25M
|
+$829K
|
+26,685
|
+19%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.98M
|
+$169K
|
+5,427
|
+4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.78M
|
+$308K
|
+9,903
|
+7%
|
|
