|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$136M
|
+$64.4M
|
+1,885,430
|
+100%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$113M
|
-$17.4M
|
-510,546
|
-14%
|
|
|
3
|
|
$75.3M
|
+$266K
|
+7,779
|
+0.4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$66.6M
|
+$41.9M
|
+1,227,530
|
+200%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$28.9M
|
-$832K
|
-24,368
|
-3%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.8M
|
-$3.35M
|
-98,127
|
-18%
|
|
|
7
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$15.5M
|
+$139K
|
+4,076
|
+1%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$15.2M
|
–
|
–
|
–
|
|
|
9
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$13.2M
|
+$1.01M
|
+29,648
|
+9%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$12.7M
|
+$379K
|
+11,100
|
+3%
|
|
|
11
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$11M
|
+$17K
|
+498
|
+0.2%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$9.76M
|
-$212K
|
-6,219
|
-2%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$8.42M
|
-$454K
|
-13,287
|
-5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$8.23M
|
+$2.19M
|
+64,224
|
+39%
|
|
|
15
|
|
$7.93M
|
+$2.26M
|
+66,320
|
+43%
|
|
|
16
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$7.39M
|
-$7.71M
|
-225,845
|
-53%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.9M
|
+$598K
|
+17,498
|
+10%
|
|
|
18
|
|
$6.44M
|
-$1.13K
|
-33
|
-0%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$6.13M
|
+$71.8K
|
+2,102
|
+1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$5.89M
|
-$464K
|
-13,576
|
-8%
|
|
|
21
|
Tidal Investments
Milwaukee,
Wisconsin
|
$5.14M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.96M
|
-$4.87M
|
-142,604
|
-51%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.67M
|
-$718K
|
-21,012
|
-14%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4.18M
|
-$148K
|
-4,329
|
-4%
|
|
|
25
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$4.02M
|
+$46.9K
|
+1,374
|
+1%
|
|
