|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$177M
|
-$38.4M
|
-896,760
|
-18%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$120M
|
-$2.92M
|
-68,214
|
-2%
|
|
|
3
|
|
$87.4M
|
-$6.67M
|
-155,791
|
-7%
|
|
|
4
|
Bank of New York Mellon
New York
|
$70.6M
|
-$3.45M
|
-80,508
|
-5%
|
|
|
5
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$34.2M
|
+$12.7M
|
+296,833
|
+63%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$32.9M
|
+$20.9M
|
+489,169
|
+198%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
+$3.5M
|
+81,862
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.9M
|
-$4.19M
|
-97,981
|
-17%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21M
|
+$113K
|
+2,639
|
+0.6%
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$18.7M
|
–
|
–
|
–
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$17.1M
|
-$329K
|
-7,697
|
-2%
|
|
|
12
|
|
$15.7M
|
+$1.07M
|
+25,068
|
+8%
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$15.4M
|
+$1.18M
|
+27,527
|
+9%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$15M
|
-$50K
|
-1,169
|
-0.3%
|
|
|
15
|
|
$13.1M
|
–
|
–
|
–
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$11.9M
|
-$72.2K
|
-1,688
|
-0.6%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$11.3M
|
-$22.6K
|
-529
|
-0.2%
|
|
|
18
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$9.22M
|
-$3.51M
|
-81,904
|
-28%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$8.64M
|
+$970K
|
+22,658
|
+13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.4M
|
+$84.9K
|
+1,984
|
+1%
|
|
|
21
|
Gould Asset Management
Claremont,
California
|
$8.07M
|
-$163K
|
-3,800
|
-2%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$6.3M
|
-$608K
|
-14,204
|
-9%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.58M
|
-$98.2K
|
-2,294
|
-2%
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$5.51M
|
+$239K
|
+5,585
|
+5%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.51M
|
+$18K
|
+420
|
+0.3%
|
|
