|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$80.9M
|
+$10.7M
|
+220,386
|
+16%
|
|
|
2
|
|
$9.97M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$8.79M
|
-$210K
|
-4,319
|
-2%
|
|
|
4
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$8.71M
|
-$583K
|
-12,000
|
-6%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.36M
|
-$759K
|
-15,623
|
-11%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$6M
|
–
|
–
|
–
|
|
|
7
|
Aviva
London,
United Kingdom
|
$5.71M
|
–
|
–
|
–
|
|
|
8
|
Freestone Capital Holdings
Seattle,
Washington
|
$5.25M
|
+$2.48M
|
+51,073
|
+92%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.44M
|
+$879K
|
+18,085
|
+35%
|
|
|
10
|
|
$3.31M
|
-$9.13M
|
-187,743
|
-74%
|
|
|
11
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.21M
|
+$77.9K
|
+1,603
|
+3%
|
|
|
12
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$2.75M
|
+$332K
|
+6,838
|
+14%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.48M
|
+$146
|
+3
|
+0%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.24M
|
+$168K
|
+3,448
|
+8%
|
|
|
15
|
|
$1.77M
|
+$730K
|
+15,018
|
+72%
|
|
|
16
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$1.57M
|
–
|
–
|
–
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.5M
|
+$250K
|
+5,135
|
+20%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1.49M
|
+$706K
|
+14,513
|
+92%
|
|
|
19
|
Brown Advisory
Baltimore,
Maryland
|
$1.27M
|
+$241K
|
+4,965
|
+24%
|
|
|
20
|
Bank of New York Mellon
New York
|
$1.26M
|
+$661K
|
+13,596
|
+114%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.21M
|
+$1.19M
|
+24,431
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.02M
|
+$706K
|
+14,513
|
+234%
|
|
|
23
|
Prudential Financial
Newark,
New Jersey
|
$1.01M
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$671K
|
–
|
–
|
–
|
|
|
25
|
Evergreen Capital Management
Bellevue,
Washington
|
$612K
|
+$603K
|
+12,403
|
New
|
|
