|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$208M
|
+$96.3M
|
+2,361,702
|
+94%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$118M
|
-$898K
|
-22,042
|
-0.8%
|
|
|
3
|
|
$90.6M
|
+$1.45M
|
+35,529
|
+2%
|
|
|
4
|
Bank of New York Mellon
New York
|
$71.2M
|
-$2.49M
|
-61,207
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$25.2M
|
-$537K
|
-13,177
|
-2%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$20.1M
|
+$5.08M
|
+124,579
|
+36%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20M
|
+$255K
|
+6,268
|
+1%
|
|
|
8
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$19.9M
|
+$1.55M
|
+38,036
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
+$3.6M
|
+88,434
|
+27%
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$17.9M
|
–
|
–
|
–
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$16.8M
|
-$1.29M
|
-31,770
|
-7%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.4M
|
-$114K
|
-2,802
|
-0.8%
|
|
|
13
|
|
$14M
|
+$854K
|
+20,944
|
+7%
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$13.6M
|
+$2.7M
|
+66,285
|
+26%
|
|
|
15
|
|
$12.6M
|
+$12M
|
+293,508
|
New
|
|
|
16
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$12.4M
|
-$229K
|
-5,612
|
-2%
|
|
|
17
|
Spinnaker Trust
Portland,
Maine
|
$11.5M
|
-$39.2K
|
-961
|
-0.4%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$10.9M
|
-$2.85M
|
-69,949
|
-22%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$10.6M
|
-$7.87M
|
-193,157
|
-44%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.97M
|
+$23.9K
|
+586
|
+0.3%
|
|
|
21
|
Gould Asset Management
Claremont,
California
|
$7.91M
|
-$184K
|
-4,515
|
-2%
|
|
|
22
|
|
$7.66M
|
+$92.7K
|
+2,275
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$7.35M
|
-$1.97M
|
-48,271
|
-22%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$6.65M
|
-$2.19M
|
-53,631
|
-26%
|
|
|
25
|
|
$5.76M
|
-$883K
|
-21,653
|
-14%
|
|
