|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$131M
|
–
|
–
|
–
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$96.1M
|
-$13M
|
-359,893
|
-12%
|
|
|
3
|
|
$72.5M
|
+$196K
|
+5,409
|
+0.3%
|
|
|
4
|
Bank of New York Mellon
New York
|
$64M
|
+$20.4K
|
+564
|
+0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.1M
|
-$5.93M
|
-163,600
|
-20%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.4M
|
+$270K
|
+7,453
|
+2%
|
|
|
7
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$15.1M
|
+$204K
|
+5,621
|
+1%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$14.6M
|
–
|
–
|
–
|
|
|
9
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$12.1M
|
-$557K
|
-15,379
|
-4%
|
|
|
10
|
Pathstone Family Office
Englewood,
New Jersey
|
$11.8M
|
+$12.3M
|
+339,240
|
New
|
|
|
11
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$10.4M
|
-$240K
|
-6,620
|
-2%
|
|
|
12
|
|
$9.99M
|
+$2.48M
|
+68,574
|
+31%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$9.33M
|
-$50.7K
|
-1,399
|
-0.5%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9.27M
|
+$2.27M
|
+62,669
|
+31%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.69M
|
-$205K
|
-5,657
|
-2%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$7.52M
|
-$588K
|
-16,234
|
-7%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$7.47M
|
+$887K
|
+24,472
|
+13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.33M
|
+$1.63M
|
+44,921
|
+33%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$5.9M
|
+$20.3K
|
+560
|
+0.3%
|
|
|
20
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$5.47M
|
+$5.71M
|
+157,657
|
New
|
|
|
21
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.91M
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$4.78M
|
+$803K
|
+22,151
|
+19%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$4.53M
|
-$1.18M
|
-32,437
|
-20%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.2M
|
-$299K
|
-8,261
|
-6%
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$4.07M
|
+$392K
|
+10,817
|
+10%
|
|
