|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$50.2M
|
+$3.73M
|
+169,608
|
+8%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$16.7M
|
-$53K
|
-2,409
|
-0.3%
|
|
|
3
|
Naman Capital
Sao Paulo,
Brazil
|
$3.24M
|
-$3.47M
|
-157,422
|
-52%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.85M
|
+$2.16M
|
+98,220
|
+360%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.56M
|
-$72K
|
-3,270
|
-3%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.92M
|
+$349K
|
+15,861
|
+23%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.82M
|
+$961K
|
+43,662
|
+120%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
+$1.53M
|
+69,636
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.57M
|
-$884K
|
-40,140
|
-37%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.45M
|
+$186K
|
+8,445
|
+15%
|
|
|
11
|
|
$1.42M
|
+$1.37M
|
+62,409
|
New
|
|
|
12
|
Gould Asset Management
Claremont,
California
|
$1.38M
|
+$160K
|
+7,290
|
+14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.34M
|
-$711K
|
-32,295
|
-35%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.28M
|
+$19.8K
|
+900
|
+2%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
+$637K
|
+28,944
|
+1,720%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
-$5.35M
|
-242,829
|
-84%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.02M
|
+$66
|
+3
|
+0%
|
|
|
18
|
Ashfield Capital Partners
San Francisco,
California
|
$966K
|
+$129K
|
+5,850
|
+16%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$933K
|
+$213K
|
+9,657
|
+31%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$933K
|
+$279K
|
+12,663
|
+45%
|
|
|
21
|
Bailard
Foster City,
California
|
$859K
|
+$220K
|
+10,005
|
+36%
|
|
|
22
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$786K
|
-$89.2K
|
-4,050
|
-10%
|
|
|
23
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$715K
|
-$167K
|
-7,575
|
-19%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$683K
|
+$12.5K
|
+567
|
+2%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$664K
|
–
|
–
|
–
|
|
