|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$58M
|
-$4.98M
|
-148,830
|
-8%
|
|
|
2
|
|
$55.6M
|
+$5.51M
|
+164,672
|
+11%
|
|
|
3
|
|
$29.8M
|
+$200K
|
+5,976
|
+0.7%
|
|
|
4
|
Polianta Ltd
St Helier,
Jersey
|
$15.6M
|
–
|
–
|
–
|
|
|
5
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$15.2M
|
+$14.8M
|
+442,488
|
New
|
|
|
6
|
Weatherly Asset Management
Del Mar,
California
|
$13.7M
|
+$3.56M
|
+106,301
|
+36%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$334K
|
+9,968
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
+$759K
|
+22,674
|
+8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$46.6K
|
+1,391
|
+0.5%
|
|
|
10
|
Principal Financial Group
Des Moines,
Iowa
|
$9.93M
|
+$5.52M
|
+164,834
|
+133%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.74M
|
+$676K
|
+20,181
|
+9%
|
|
|
12
|
John G. Ullman & Associates
Corning,
New York
|
$6M
|
-$129K
|
-3,850
|
-2%
|
|
|
13
|
Colorado Capital Management
Boulder,
Colorado
|
$5.02M
|
+$59.4K
|
+1,775
|
+1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.9M
|
+$290K
|
+8,655
|
+6%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$4M
|
–
|
–
|
–
|
|
|
16
|
|
$3.86M
|
+$2.82M
|
+84,175
|
+301%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.37M
|
+$164K
|
+4,909
|
+8%
|
|
|
18
|
|
$1.93M
|
+$1.88M
|
+56,199
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.86M
|
+$1.21M
|
+36,156
|
+204%
|
|
|
20
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.76M
|
–
|
–
|
–
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$1.68M
|
+$122K
|
+3,650
|
+8%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
+$1.32M
|
+39,564
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.3M
|
+$292K
|
+8,737
|
+30%
|
|
|
24
|
Amundi Asset Management US
Boston,
Massachusetts
|
$984K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$804K
|
-$15.9K
|
-475
|
-2%
|
|
