|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$45.7M
|
+$8.84M
|
+302,912
|
+23%
|
|
|
2
|
|
$41.9M
|
+$12.6M
|
+432,027
|
+41%
|
|
|
3
|
|
$18.5M
|
-$880K
|
-30,168
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.81M
|
-$2.23M
|
-76,467
|
-20%
|
|
|
5
|
Weatherly Asset Management
Del Mar,
California
|
$6.97M
|
+$1.71M
|
+58,616
|
+31%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.81M
|
+$12.7K
|
+434
|
+0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.3M
|
+$52.1K
|
+1,785
|
+0.8%
|
|
|
8
|
John G. Ullman & Associates
Corning,
New York
|
$4.82M
|
+$1.69M
|
+58,100
|
+52%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.97M
|
-$648K
|
-22,200
|
-14%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$3.97M
|
+$35.7K
|
+1,225
|
+0.9%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$3.86M
|
+$54.3K
|
+1,861
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.57M
|
+$73.4K
|
+2,515
|
+2%
|
|
|
13
|
Polianta Ltd
St Helier,
Jersey
|
$2.25M
|
+$2.31M
|
+79,270
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.84M
|
+$401K
|
+13,752
|
+27%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.57M
|
-$73K
|
-2,503
|
-4%
|
|
|
16
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$994K
|
–
|
–
|
–
|
|
|
17
|
Amundi Asset Management US
Boston,
Massachusetts
|
$936K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$844K
|
-$233K
|
-7,982
|
-21%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$719K
|
-$13.8K
|
-472
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$669K
|
-$97.5K
|
-3,341
|
-12%
|
|
|
21
|
Principal Financial Group
Des Moines,
Iowa
|
$612K
|
+$627K
|
+21,508
|
New
|
|
|
22
|
|
$562K
|
-$364K
|
-12,485
|
-39%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$529K
|
–
|
–
|
–
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$491K
|
-$868K
|
-29,769
|
-63%
|
|
|
25
|
People's United Financial
Bridgeport,
Connecticut
|
$441K
|
-$2.42K
|
-83
|
-0.5%
|
|
