|
1
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$325M
|
–
|
–
|
–
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$134M
|
-$3.95M
|
-74,871
|
-3%
|
|
|
3
|
|
$106M
|
+$3.27K
|
+62
|
+0%
|
|
|
4
|
Bank of New York Mellon
New York
|
$78.3M
|
+$50.3K
|
+954
|
+0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$48.7M
|
+$2.23M
|
+42,236
|
+5%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.9M
|
+$246K
|
+4,657
|
+0.9%
|
|
|
7
|
Gemmer Asset Management
Walnut Creek,
California
|
$24.2M
|
+$1.82M
|
+34,456
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$24.2M
|
-$1.23M
|
-23,322
|
-5%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$23.3M
|
+$6.6M
|
+125,227
|
+42%
|
|
|
10
|
|
$22.7M
|
+$41.2K
|
+782
|
+0.2%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$21.7M
|
+$505K
|
+9,583
|
+2%
|
|
|
12
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$18.6M
|
+$17.9M
|
+339,368
|
New
|
|
|
13
|
Rathbones Group
Liverpool,
United Kingdom
|
$18.5M
|
–
|
–
|
–
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$15.7M
|
+$4.93M
|
+93,416
|
+49%
|
|
|
15
|
|
$15.5M
|
+$448K
|
+8,500
|
+3%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$15.3M
|
-$2.88M
|
-54,696
|
-16%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$221K
|
-4,192
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$394K
|
+7,478
|
+4%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$10M
|
+$500K
|
+9,487
|
+5%
|
|
|
20
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$9.49M
|
-$269K
|
-5,095
|
-3%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$8.64M
|
-$33.5K
|
-635
|
-0.4%
|
|
|
22
|
|
$8M
|
-$64K
|
-1,213
|
-0.8%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.88M
|
-$11.1K
|
-211
|
-0.1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.71M
|
+$791K
|
+14,996
|
+12%
|
|
|
25
|
Xponance
Philadelphia,
Pennsylvania
|
$7.6M
|
+$7.31M
|
+138,610
|
New
|
|
