|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$132M
|
-$53.1M
|
-1,169,618
|
-30%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$126M
|
-$614K
|
-13,545
|
-0.5%
|
|
|
3
|
|
$93M
|
+$322K
|
+7,095
|
+0.4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$73.6M
|
-$1.11M
|
-24,566
|
-2%
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$42.8M
|
+$7.73M
|
+170,440
|
+23%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$41.3M
|
+$4.8M
|
+105,916
|
+14%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$27.1M
|
+$3.27M
|
+72,004
|
+14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$22.8M
|
-$356K
|
-7,853
|
-2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.4M
|
+$139K
|
+3,054
|
+0.6%
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$19.8M
|
+$5.08K
|
+112
|
+0%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$18.2M
|
+$66.3K
|
+1,461
|
+0.4%
|
|
|
12
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.4M
|
+$970K
|
+21,380
|
+6%
|
|
|
13
|
|
$16.5M
|
-$113K
|
-2,491
|
-0.7%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$15.8M
|
–
|
–
|
–
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$14.3M
|
+$1.62M
|
+35,626
|
+13%
|
|
|
16
|
|
$13.9M
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
$12M
|
+$817
|
+18
|
+0%
|
|
|
18
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$9.41M
|
-$343K
|
-7,557
|
-4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$8.95M
|
-$225K
|
-4,962
|
-3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.68M
|
-$205K
|
-4,529
|
-2%
|
|
|
21
|
Gould Asset Management
Claremont,
California
|
$8.44M
|
-$101K
|
-2,225
|
-1%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$6.74M
|
+$65.4K
|
+1,442
|
+1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.19M
|
+$341K
|
+7,508
|
+6%
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$6.17M
|
+$320K
|
+7,043
|
+6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.97M
|
+$372K
|
+8,190
|
+7%
|
|
