|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$42.8M
|
-$17M
|
-480,912
|
-29%
|
|
|
2
|
|
$33.6M
|
+$2.82M
|
+79,770
|
+9%
|
|
|
3
|
Polianta Ltd
St Helier,
Jersey
|
$16.1M
|
–
|
–
|
–
|
|
|
4
|
Weatherly Asset Management
Del Mar,
California
|
$15.4M
|
+$1.24M
|
+35,132
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$3.4M
|
+96,255
|
+32%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$631K
|
+17,830
|
+5%
|
|
|
7
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$12.5M
|
+$12.4M
|
+351,694
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$521K
|
+14,730
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.59M
|
-$429K
|
-12,140
|
-5%
|
|
|
10
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$7.6M
|
+$7.56M
|
+213,732
|
New
|
|
|
11
|
John G. Ullman & Associates
Corning,
New York
|
$6.08M
|
-$121K
|
-3,434
|
-2%
|
|
|
12
|
Colorado Capital Management
Boulder,
Colorado
|
$5.24M
|
+$60.9K
|
+1,723
|
+1%
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$4.9M
|
-$5.32M
|
-150,532
|
-52%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.82M
|
-$238K
|
-6,734
|
-5%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.98M
|
-$146K
|
-4,141
|
-4%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.68M
|
+$237K
|
+6,712
|
+10%
|
|
|
17
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.28M
|
+$454K
|
+12,850
|
+25%
|
|
|
18
|
|
$2M
|
+$707
|
+20
|
+0%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1.89M
|
+$151K
|
+4,259
|
+9%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
+$249K
|
+7,038
|
+18%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.09M
|
-$248K
|
-7,013
|
-19%
|
|
|
22
|
Amundi Asset Management US
Boston,
Massachusetts
|
$1.02M
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$835K
|
+$4.81K
|
+136
|
+0.6%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$832K
|
+$33.8K
|
+955
|
+4%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$792K
|
+$7.43K
|
+210
|
+1%
|
|
