|
1
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$478K
|
+22,704
|
+5%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$6.11M
|
–
|
–
|
–
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.65M
|
+$184K
|
+8,739
|
+3%
|
|
|
4
|
Choate Investment Advisors
Boston,
Massachusetts
|
$4.82M
|
+$4.7M
|
+223,230
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.88M
|
-$447K
|
-21,246
|
-14%
|
|
|
6
|
Bailard
Foster City,
California
|
$1.49M
|
+$142K
|
+6,750
|
+11%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$367K
|
+17,427
|
+46%
|
|
|
9
|
Gould Asset Management
Claremont,
California
|
$1.17M
|
+$303K
|
+14,400
|
+36%
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$927K
|
+$903K
|
+42,900
|
New
|
|
|
11
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$893K
|
+$25.3K
|
+1,200
|
+3%
|
|
|
12
|
Ashfield Capital Partners
San Francisco,
California
|
$761K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$646K
|
-$13K
|
-618
|
-2%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$641K
|
+$1.77K
|
+84
|
+0.3%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$564K
|
-$8.53K
|
-405
|
-2%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$531K
|
+$91K
|
+4,323
|
+21%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$515K
|
-$14.5K
|
-687
|
-3%
|
|
|
18
|
Bank of New York Mellon
New York
|
$473K
|
+$11.7K
|
+558
|
+3%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$470K
|
-$6.44K
|
-306
|
-1%
|
|
|
20
|
Arjuna Capital
Durham,
North Carolina
|
$469K
|
+$457K
|
+21,699
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$448K
|
+$284K
|
+13,479
|
+186%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$378K
|
–
|
–
|
–
|
|
|
23
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$375K
|
+$366K
|
+17,367
|
New
|
|
|
24
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$336K
|
+$1.45K
|
+69
|
+0.4%
|
|
|
25
|
Appleton Partners
Boston,
Massachusetts
|
$283K
|
-$48.3K
|
-2,295
|
-15%
|
|
