|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$53.6M
|
+$979K
|
+41,880
|
+2%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$26.2M
|
+$9.06M
|
+387,357
|
+49%
|
|
|
3
|
|
$3.74M
|
+$2.21M
|
+94,503
|
+151%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.99M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.7M
|
+$13K
|
+555
|
+0.5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.58M
|
+$662K
|
+28,335
|
+35%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.09M
|
+$75K
|
+3,210
|
+4%
|
|
|
8
|
Bailard
Foster City,
California
|
$1.6M
|
+$689K
|
+29,490
|
+78%
|
|
|
9
|
Gould Asset Management
Claremont,
California
|
$1.49M
|
+$39.6K
|
+1,695
|
+3%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.34M
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.34M
|
-$315K
|
-13,494
|
-19%
|
|
|
12
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.27M
|
+$290K
|
+12,399
|
+30%
|
|
|
13
|
Ashfield Capital Partners
San Francisco,
California
|
$1.24M
|
-$992K
|
-42,450
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$296K
|
-12,648
|
-20%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
–
|
–
|
–
|
|
|
16
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.06M
|
+$70
|
+3
|
+0%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1M
|
-$391K
|
-16,740
|
-28%
|
|
|
18
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$997K
|
+$18.7K
|
+801
|
+2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$965K
|
-$126K
|
-5,376
|
-12%
|
|
|
20
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$824K
|
–
|
–
|
–
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$807K
|
+$299K
|
+12,795
|
+61%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$769K
|
+$52.3K
|
+2,235
|
+7%
|
|
|
23
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$749K
|
–
|
–
|
–
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$690K
|
+$9.82K
|
+420
|
+1%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$686K
|
-$10.5K
|
-450
|
-2%
|
|
