|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$56.4M
|
+$1.9M
|
+78,747
|
+4%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$13.5M
|
-$14.7M
|
-611,433
|
-52%
|
|
|
3
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.04M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3M
|
+$381K
|
+15,834
|
+15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
-$33.6K
|
-1,395
|
-1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.28M
|
+$156K
|
+6,492
|
+7%
|
|
|
7
|
IMC Chicago
Chicago,
Illinois
|
$1.58M
|
+$1.57M
|
+65,121
|
New
|
|
|
8
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.54M
|
+$247K
|
+10,266
|
+19%
|
|
|
9
|
Gould Asset Management
Claremont,
California
|
$1.5M
|
-$6.86K
|
-285
|
-0.5%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.34M
|
-$28.9K
|
-1,200
|
-2%
|
|
|
11
|
Ashfield Capital Partners
San Francisco,
California
|
$1.31M
|
+$1.3M
|
+54,150
|
New
|
|
|
12
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.3M
|
+$288K
|
+11,958
|
+29%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
+$21.7K
|
+903
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$233K
|
+9,684
|
+23%
|
|
|
15
|
Bailard
Foster City,
California
|
$1.23M
|
-$401K
|
-16,680
|
-25%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
–
|
–
|
–
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.08M
|
+$72
|
+3
|
+0%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
+$66.9K
|
+2,781
|
+7%
|
|
|
19
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$871K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$837K
|
+$290K
|
+12,048
|
+53%
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$761K
|
–
|
–
|
–
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$723K
|
+$26K
|
+1,080
|
+4%
|
|
|
23
|
Arjuna Capital
Durham,
North Carolina
|
$708K
|
+$81.2K
|
+3,372
|
+13%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$693K
|
-$87.6K
|
-3,639
|
-11%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$632K
|
+$628K
|
+26,079
|
New
|
|
