|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$10.9M
|
+$2.85M
|
+72,492
|
+36%
|
|
|
2
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.93M
|
–
|
–
|
–
|
|
|
3
|
Brown Brothers Harriman & Co
New York
|
$2.67M
|
+$493K
|
+12,547
|
+23%
|
|
|
4
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$2.3M
|
-$11K
|
-279
|
-0.5%
|
|
|
5
|
Curi RMB Capital
Chicago,
Illinois
|
$1.93M
|
–
|
–
|
–
|
|
|
6
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.79M
|
-$62.3K
|
-1,586
|
-3%
|
|
|
7
|
Signet Private Wealth
Chicago,
Illinois
|
$1.29M
|
+$76.8K
|
+1,953
|
+6%
|
|
|
8
|
Pioneer Wealth Management Group
Austin,
Texas
|
$925K
|
+$10.6K
|
+270
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$912K
|
–
|
–
|
–
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$902K
|
+$29.7K
|
+756
|
+4%
|
|
|
11
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$794K
|
–
|
–
|
–
|
|
|
12
|
|
$790K
|
–
|
–
|
–
|
|
|
13
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$789K
|
+$519K
|
+13,211
|
+198%
|
|
|
14
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$692K
|
+$358K
|
+9,119
|
+110%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$573K
|
+$61.4K
|
+1,561
|
+12%
|
|
|
16
|
Courier Capital
Buffalo,
New York
|
$571K
|
-$23.6K
|
-601
|
-4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$543K
|
+$200K
|
+5,094
|
+59%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$470K
|
–
|
–
|
–
|
|
|
19
|
Argent Trust Co
Nashville,
Tennessee
|
$397K
|
–
|
–
|
–
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$363K
|
–
|
–
|
–
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$326K
|
-$4.91K
|
-125
|
-1%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$314K
|
+$267K
|
+6,788
|
+633%
|
|
|
23
|
|
$278K
|
–
|
–
|
–
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$272K
|
–
|
–
|
–
|
|
