|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$108M
|
+$134K
|
+3,686
|
+0.1%
|
|
|
2
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$97M
|
-$46.3M
|
-1,273,870
|
-34%
|
|
|
3
|
|
$80.8M
|
-$282K
|
-7,750
|
-0.4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$66.9M
|
-$4.3M
|
-118,401
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$23.4M
|
-$1.23M
|
-33,966
|
-5%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.9M
|
+$607K
|
+16,694
|
+4%
|
|
|
7
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$17.1M
|
+$6.29M
|
+173,157
|
+65%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$16.5M
|
-$349K
|
-9,611
|
-2%
|
|
|
9
|
Rathbones Group
Liverpool,
United Kingdom
|
$16.3M
|
–
|
–
|
–
|
|
|
10
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$13.4M
|
-$106K
|
-2,919
|
-0.8%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.2M
|
+$12.3M
|
+339,240
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
+$7.04M
|
+193,650
|
+141%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$12.6M
|
+$10.8M
|
+297,322
|
+1,080%
|
|
|
14
|
|
$11.9M
|
+$642K
|
+17,654
|
+6%
|
|
|
15
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$11.4M
|
-$158K
|
-4,336
|
-1%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$10.5M
|
+$31.2K
|
+858
|
+0.3%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.79M
|
+$1.35M
|
+37,057
|
+17%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$8.55M
|
-$60.5K
|
-1,664
|
-0.8%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$8.11M
|
-$275K
|
-7,556
|
-3%
|
|
|
20
|
Gould Asset Management
Claremont,
California
|
$7.34M
|
+$699K
|
+19,230
|
+11%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.21M
|
+$129K
|
+3,558
|
+2%
|
|
|
22
|
|
$6.86M
|
+$3.78M
|
+103,995
|
+143%
|
|
|
23
|
|
$6.06M
|
+$1.47M
|
+40,336
|
+35%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$5.85M
|
+$738K
|
+20,321
|
+16%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.79M
|
+$96.3K
|
+2,650
|
+2%
|
|
