|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$125M
|
+$13.2M
|
+415,680
|
+12%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$123M
|
-$3.97M
|
-124,920
|
-3%
|
|
|
3
|
|
$40M
|
+$16.3M
|
+513,528
|
+72%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$104K
|
+3,276
|
+0.5%
|
|
|
5
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$16.9M
|
-$3.57M
|
-112,116
|
-18%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.1M
|
+$1.2M
|
+37,740
|
+9%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$13.7M
|
+$562K
|
+17,676
|
+4%
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$9.22M
|
–
|
–
|
–
|
|
|
9
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$8.55M
|
-$3.15K
|
-99
|
-0%
|
|
|
10
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$7.24M
|
+$168K
|
+5,277
|
+2%
|
|
|
11
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.47M
|
-$1.31M
|
-41,097
|
-17%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6M
|
+$1.11M
|
+34,755
|
+23%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.27M
|
-$1.08M
|
-34,029
|
-17%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.61M
|
+$48.3K
|
+1,518
|
+1%
|
|
|
15
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.61M
|
+$249K
|
+7,830
|
+8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.5M
|
+$969K
|
+30,459
|
+40%
|
|
|
17
|
Gould Asset Management
Claremont,
California
|
$3.17M
|
+$768K
|
+24,135
|
+33%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$2.98M
|
–
|
–
|
–
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$2.62M
|
+$124K
|
+3,900
|
+5%
|
|
|
20
|
Affinity Capital Advisors
Berkeley,
California
|
$2.53M
|
-$1.2M
|
-37,626
|
-33%
|
|
|
21
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2.41M
|
+$398K
|
+12,507
|
+21%
|
|
|
22
|
Bank of New York Mellon
New York
|
$2.31M
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.28M
|
+$167K
|
+5,250
|
+8%
|
|
|
24
|
|
$2.27M
|
+$31.3K
|
+984
|
+1%
|
|
|
25
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.26M
|
+$13.3K
|
+417
|
+0.6%
|
|
