|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$23.7M
|
+$4.87M
|
+125,167
|
+30%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.4M
|
+$1.41M
|
+36,135
|
+8%
|
|
|
3
|
William Blair Investment Management
Chicago,
Illinois
|
$18.4M
|
-$13.8M
|
-355,700
|
-42%
|
|
|
4
|
|
$10.6M
|
+$3.92M
|
+100,905
|
+56%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$9.26M
|
+$9.55M
|
+245,486
|
+155,371%
|
|
|
6
|
New York Life Investment Management
New York
|
$7.86M
|
-$401K
|
-10,311
|
-5%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.63M
|
+$1.15M
|
+29,565
|
+17%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$7.37M
|
+$6.51M
|
+167,455
|
+601%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.04M
|
-$2.68M
|
-68,901
|
-27%
|
|
|
10
|
|
$6.41M
|
+$65.4K
|
+1,683
|
+1%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$6.21M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.42M
|
-$498K
|
-12,804
|
-10%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.79M
|
+$19.8K
|
+508
|
+0.5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.85M
|
-$501K
|
-12,897
|
-15%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$2.77M
|
-$434K
|
-11,164
|
-13%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.57M
|
+$165K
|
+4,238
|
+7%
|
|
|
17
|
IndexIQ Advisors
New York
|
$2.26M
|
-$8.54M
|
-219,596
|
-79%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.74M
|
-$4.01M
|
-103,152
|
-69%
|
|
|
19
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.67M
|
+$141K
|
+3,631
|
+9%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.58M
|
+$1.63M
|
+41,817
|
New
|
|
|
21
|
|
$1.54M
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$519K
|
+13,354
|
+57%
|
|
|
23
|
Kalos Management
Alpharetta,
Georgia
|
$1.19M
|
+$1.22M
|
+31,442
|
New
|
|
|
24
|
Cassaday & Co
Mclean,
Virginia
|
$1.02M
|
+$1.01M
|
+26,049
|
+2,595%
|
|
|
25
|
Martin & Co
Knoxville,
Tennessee
|
$968K
|
+$19.2K
|
+495
|
+2%
|
|
