|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$302M
|
–
|
–
|
–
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$128M
|
-$1.6M
|
-34,064
|
-1%
|
|
|
3
|
|
$98.5M
|
+$8.08K
|
+172
|
+0%
|
|
|
4
|
Bank of New York Mellon
New York
|
$72.7M
|
+$200K
|
+4,260
|
+0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$43.1M
|
+$2.48M
|
+52,743
|
+7%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.6M
|
+$1.11M
|
+23,599
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.6M
|
-$407K
|
-8,670
|
-2%
|
|
|
8
|
|
$21.1M
|
+$474K
|
+10,093
|
+2%
|
|
|
9
|
Gemmer Asset Management
Walnut Creek,
California
|
$20.7M
|
+$316K
|
+6,735
|
+2%
|
|
|
10
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$19.6M
|
-$61K
|
-1,298
|
-0.3%
|
|
|
11
|
Rathbones Group
Liverpool,
United Kingdom
|
$17.1M
|
-$3.87M
|
-82,471
|
-20%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$17M
|
-$110K
|
-2,350
|
-0.7%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$15.2M
|
-$108K
|
-2,301
|
-0.8%
|
|
|
14
|
|
$13.9M
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$405K
|
+8,625
|
+4%
|
|
|
16
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9.78M
|
-$30.4M
|
-647,508
|
-77%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$9.44M
|
+$649K
|
+13,810
|
+8%
|
|
|
18
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$9.07M
|
-$613K
|
-13,050
|
-7%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$8.84M
|
-$166K
|
-3,525
|
-2%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$8.05M
|
-$4.54M
|
-96,721
|
-38%
|
|
|
21
|
|
$7.49M
|
+$1.61M
|
+34,291
|
+30%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.33M
|
+$536K
|
+11,404
|
+9%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$7.04M
|
+$157K
|
+3,340
|
+2%
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$6.71M
|
-$136K
|
-2,902
|
-2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.4M
|
-$111K
|
-2,360
|
-2%
|
|
