|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$253M
|
+$119M
|
+2,450,620
|
+88%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$125M
|
-$3.08M
|
-63,701
|
-2%
|
|
|
3
|
|
$93.1M
|
-$1.66M
|
-34,408
|
-2%
|
|
|
4
|
Bank of New York Mellon
New York
|
$69.5M
|
-$5.53M
|
-114,307
|
-7%
|
|
|
5
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$42.1M
|
+$50.2K
|
+1,039
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$32.3M
|
+$4.68M
|
+96,674
|
+17%
|
|
|
7
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$28.9M
|
-$14.8M
|
-306,543
|
-34%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$23.3M
|
+$70.5K
|
+1,457
|
+0.3%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.2M
|
+$396K
|
+8,195
|
+2%
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$20.2M
|
–
|
–
|
–
|
|
|
11
|
Gemmer Asset Management
Walnut Creek,
California
|
$18.7M
|
+$999K
|
+20,646
|
+6%
|
|
|
12
|
|
$18.6M
|
+$1.77M
|
+36,587
|
+10%
|
|
|
13
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$18.4M
|
-$208K
|
-4,294
|
-1%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$16.1M
|
–
|
–
|
–
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$14.3M
|
-$229K
|
-4,728
|
-2%
|
|
|
16
|
|
$13.2M
|
-$967K
|
-20,000
|
-7%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$12.3M
|
+$21.4K
|
+442
|
+0.2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$1.69M
|
+34,928
|
+19%
|
|
|
19
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$9.51M
|
-$79.4K
|
-1,642
|
-0.8%
|
|
|
20
|
Gould Asset Management
Claremont,
California
|
$8.54M
|
-$63.4K
|
-1,310
|
-0.7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$8.52M
|
-$604K
|
-12,492
|
-7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.66M
|
+$351K
|
+7,264
|
+6%
|
|
|
23
|
Institute for Wealth Management
Denver,
Colorado
|
$6.65M
|
+$364K
|
+7,526
|
+6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.62M
|
+$534K
|
+11,043
|
+9%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$6.58M
|
-$293K
|
-6,059
|
-4%
|
|
