|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$98.5M
|
+$11M
|
+215,146
|
+13%
|
|
|
2
|
|
$10.7M
|
–
|
–
|
–
|
|
|
3
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$10.4M
|
+$981K
|
+19,183
|
+11%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$9.35M
|
-$95.4K
|
-1,865
|
-1%
|
|
|
5
|
|
$5.79M
|
+$2.14M
|
+41,871
|
+62%
|
|
|
6
|
Aviva
London,
United Kingdom
|
$5.61M
|
-$512K
|
-10,000
|
-9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.05M
|
+$341K
|
+6,669
|
+10%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$3.83M
|
-$2.53M
|
-49,404
|
-41%
|
|
|
9
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.8M
|
+$326K
|
+6,370
|
+10%
|
|
|
10
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$2.82M
|
-$139K
|
-2,716
|
-5%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.52M
|
-$4.16M
|
-81,331
|
-63%
|
|
|
12
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.46M
|
+$1.74M
|
+33,925
|
+274%
|
|
|
13
|
|
$2.38M
|
+$464K
|
+9,073
|
+25%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$1.87M
|
+$565K
|
+11,043
|
+45%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.84M
|
-$547K
|
-10,692
|
-24%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$1.75M
|
+$133K
|
+2,608
|
+9%
|
|
|
17
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$1.69M
|
–
|
–
|
–
|
|
|
18
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.67M
|
-$3.83M
|
-74,855
|
-70%
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.58M
|
-$28.8K
|
-562
|
-2%
|
|
|
20
|
Brown Advisory
Baltimore,
Maryland
|
$1.36M
|
–
|
–
|
–
|
|
|
21
|
Bank of New York Mellon
New York
|
$1.19M
|
-$156K
|
-3,049
|
-12%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$1.18M
|
+$443K
|
+8,665
|
+64%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.11M
|
+$9.98K
|
+195
|
+0.9%
|
|
|
24
|
6 Meridian
Wichita,
Kansas
|
$900K
|
+$867K
|
+16,940
|
New
|
|
|
25
|
Castleark Management
Chicago,
Illinois
|
$786K
|
+$757K
|
+14,800
|
New
|
|
