|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$27.4M
|
+$6.4M
|
+292,920
|
+31%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$23.2K
|
+1,062
|
+0.2%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$6.98M
|
+$884K
|
+40,482
|
+15%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.21M
|
+$374K
|
+17,103
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.95M
|
+$593K
|
+27,174
|
+18%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.56M
|
+$66K
|
+3,024
|
+4%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
8
|
Gould Asset Management
Claremont,
California
|
$1.01M
|
-$9.5K
|
-435
|
-0.9%
|
|
|
9
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$967K
|
+$35.7K
|
+1,635
|
+4%
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$915K
|
-$26.2K
|
-1,200
|
-3%
|
|
|
11
|
Bailard
Foster City,
California
|
$902K
|
–
|
–
|
–
|
|
|
12
|
Ashfield Capital Partners
San Francisco,
California
|
$787K
|
+$3.28K
|
+150
|
+0.4%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$718K
|
+$347K
|
+15,894
|
+94%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$658K
|
-$14.5K
|
-663
|
-2%
|
|
|
15
|
ProVise Management Group
Clearwater,
Florida
|
$654K
|
-$1.83K
|
-84
|
-0.3%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$651K
|
+$23.7K
|
+1,086
|
+4%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$637K
|
+$58K
|
+2,655
|
+10%
|
|
|
18
|
Bank of New York Mellon
New York
|
$589K
|
-$15.2K
|
-696
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$519K
|
+$7.73K
|
+354
|
+2%
|
|
|
20
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$497K
|
+$103K
|
+4,695
|
+26%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$471K
|
+$131
|
+6
|
+0%
|
|
|
22
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$404K
|
+$36.2K
|
+1,659
|
+10%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$383K
|
–
|
–
|
–
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$377K
|
+$44.7K
|
+2,046
|
+14%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$335K
|
+$52K
|
+2,379
|
+18%
|
|
