|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$66.3M
|
+$26.8M
|
+574,168
|
+68%
|
|
|
2
|
|
$11.9M
|
+$11.9M
|
+254,858
|
New
|
|
|
3
|
|
$9.45M
|
–
|
–
|
–
|
|
|
4
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$8.81M
|
–
|
–
|
–
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$8.53M
|
-$206K
|
-4,428
|
-2%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.75M
|
+$6.73M
|
+144,401
|
New
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$5.68M
|
+$2M
|
+42,872
|
+55%
|
|
|
8
|
Aviva
London,
United Kingdom
|
$5.41M
|
–
|
–
|
–
|
|
|
9
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.97M
|
+$145K
|
+3,108
|
+5%
|
|
|
10
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.58M
|
+$2.58M
|
+55,280
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.41M
|
+$536K
|
+11,504
|
+29%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.35M
|
-$2.26M
|
-48,500
|
-49%
|
|
|
13
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$2.29M
|
+$168K
|
+3,610
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.96M
|
-$503K
|
-10,790
|
-20%
|
|
|
15
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$1.49M
|
–
|
–
|
–
|
|
|
16
|
SG Americas Securities
New York
|
$1.39M
|
+$1.38M
|
+29,669
|
New
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.18M
|
-$26.9K
|
-577
|
-2%
|
|
|
18
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.18M
|
-$2.15K
|
-46
|
-0.2%
|
|
|
19
|
|
$971K
|
+$474K
|
+10,170
|
+96%
|
|
|
20
|
Brown Advisory
Baltimore,
Maryland
|
$968K
|
–
|
–
|
–
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$954K
|
+$280K
|
+6,000
|
+42%
|
|
|
22
|
Virtu KCG Holdings
New York
|
$780K
|
+$574K
|
+12,321
|
+282%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$736K
|
+$447K
|
+9,585
|
+156%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$635K
|
-$36.6K
|
-785
|
-5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$556K
|
-$280K
|
-5,997
|
-34%
|
|
