|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$32.9M
|
+$3.48M
|
+150,726
|
+12%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$15M
|
+$7.35M
|
+318,573
|
+100%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$161K
|
+6,969
|
+2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.82M
|
+$159K
|
+6,906
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.29M
|
+$50.4K
|
+2,187
|
+1%
|
|
|
6
|
|
$3.77M
|
+$3.69M
|
+159,969
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.07M
|
+$384K
|
+16,659
|
+23%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
+$1.14M
|
+49,485
|
+2,199%
|
|
|
10
|
Gould Asset Management
Claremont,
California
|
$1.18M
|
+$95.1K
|
+4,125
|
+9%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.09M
|
+$311K
|
+13,497
|
+41%
|
|
|
12
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.02M
|
-$14.2K
|
-615
|
-1%
|
|
|
13
|
Bailard
Foster City,
California
|
$938K
|
-$31.1K
|
-1,350
|
-3%
|
|
|
14
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$918K
|
-$62.3K
|
-2,700
|
-6%
|
|
|
15
|
Ashfield Capital Partners
San Francisco,
California
|
$862K
|
+$17.3K
|
+750
|
+2%
|
|
|
16
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$802K
|
+$890K
|
+38,601
|
New
|
|
|
17
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$747K
|
+$47.8K
|
+2,073
|
+7%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$689K
|
-$15.9K
|
-690
|
-2%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$684K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$676K
|
+$117K
|
+5,064
|
+21%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$668K
|
-$33.5K
|
-1,452
|
-5%
|
|
|
22
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$585K
|
+$50.9K
|
+2,208
|
+10%
|
|
|
23
|
Bank of New York Mellon
New York
|
$547K
|
-$83.1K
|
-3,603
|
-13%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$545K
|
+$39K
|
+1,692
|
+8%
|
|
|
25
|
Gemmer Asset Management
Walnut Creek,
California
|
$462K
|
+$273K
|
+11,841
|
+152%
|
|
