|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$41.4M
|
+$13.9M
|
+638,253
|
+46%
|
|
|
2
|
Naman Capital
Sao Paulo,
Brazil
|
$25M
|
+$6.55M
|
+300,000
|
New
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$16M
|
+$3.24M
|
+148,380
|
+23%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.86M
|
-$25.2K
|
-1,152
|
-0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.36M
|
-$1.45M
|
-66,159
|
-36%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.22M
|
+$2.07M
|
+94,887
|
+662%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.85M
|
+$70.4K
|
+3,222
|
+4%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.39M
|
+$483K
|
+22,128
|
+48%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.12M
|
-$9.09M
|
-415,947
|
-88%
|
|
|
11
|
Gould Asset Management
Claremont,
California
|
$1.08M
|
+$66.5K
|
+3,045
|
+6%
|
|
|
12
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$907K
|
+$26.5K
|
+1,215
|
+3%
|
|
|
13
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$792K
|
–
|
–
|
–
|
|
|
14
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$784K
|
–
|
–
|
–
|
|
|
15
|
Ashfield Capital Partners
San Francisco,
California
|
$743K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$736K
|
+$152K
|
+6,969
|
+24%
|
|
|
17
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$637K
|
-$8.59K
|
-393
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$598K
|
+$16.2K
|
+741
|
+3%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$593K
|
+$3.28K
|
+150
|
+0.5%
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$578K
|
+$2.16K
|
+99
|
+0.3%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$576K
|
+$190K
|
+8,700
|
+44%
|
|
|
22
|
Bailard
Foster City,
California
|
$565K
|
-$263K
|
-12,045
|
-30%
|
|
|
23
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$555K
|
+$596K
|
+27,300
|
New
|
|
|
24
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$542K
|
+$39.5K
|
+1,809
|
+7%
|
|
|
25
|
Bank of New York Mellon
New York
|
$472K
|
–
|
–
|
–
|
|
