|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$20.5M
|
+$16.2M
|
+732,621
|
+328%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.94M
|
-$157K
|
-7,068
|
-2%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$5.97M
|
-$109K
|
-4,929
|
-2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.71M
|
+$92K
|
+4,155
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.28M
|
+$434K
|
+19,620
|
+15%
|
|
|
6
|
|
$1.82M
|
+$1.88M
|
+85,041
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.46M
|
+$281K
|
+12,702
|
+23%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
9
|
Gould Asset Management
Claremont,
California
|
$999K
|
-$167K
|
-7,560
|
-14%
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$921K
|
–
|
–
|
–
|
|
|
11
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$911K
|
+$23.9K
|
+1,080
|
+3%
|
|
|
12
|
Bailard
Foster City,
California
|
$884K
|
-$620K
|
-27,990
|
-40%
|
|
|
13
|
Ashfield Capital Partners
San Francisco,
California
|
$766K
|
+$9.96K
|
+450
|
+1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$658K
|
+$17.1K
|
+771
|
+3%
|
|
|
15
|
ProVise Management Group
Clearwater,
Florida
|
$642K
|
+$4.98K
|
+225
|
+0.8%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$614K
|
+$88.2K
|
+3,981
|
+16%
|
|
|
17
|
Bank of New York Mellon
New York
|
$591K
|
+$126K
|
+5,688
|
+26%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$567K
|
+$6.64K
|
+300
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$500K
|
-$12.6K
|
-570
|
-2%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$482K
|
+$226K
|
+10,206
|
+83%
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
$466K
|
-$2.33K
|
-105
|
-0.5%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$462K
|
+$16.7K
|
+753
|
+4%
|
|
|
23
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$385K
|
+$53.3K
|
+2,409
|
+15%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$375K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$363K
|
+$107K
|
+4,824
|
+40%
|
|
