|
1
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$124M
|
+$29.2M
|
+1,160,400
|
New
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$63.5M
|
+$2.19M
|
+87,123
|
+4%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$14.7M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.6M
|
+$324K
|
+12,891
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.4M
|
+$1.96M
|
+77,757
|
+150%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.3M
|
–
|
–
|
–
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.99M
|
+$493K
|
+19,581
|
+21%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.66M
|
-$266K
|
-10,581
|
-9%
|
|
|
9
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.23M
|
+$1.61M
|
+64,086
|
+312%
|
|
|
10
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.92M
|
+$234K
|
+9,300
|
+15%
|
|
|
11
|
Gould Asset Management
Claremont,
California
|
$1.66M
|
+$26.4K
|
+1,050
|
+2%
|
|
|
12
|
Ashfield Capital Partners
San Francisco,
California
|
$1.65M
|
+$219K
|
+8,700
|
+16%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.55M
|
+$180K
|
+7,134
|
+14%
|
|
|
14
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.47M
|
+$979K
|
+38,898
|
+229%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
16
|
|
$1.41M
|
+$837K
|
+33,267
|
+164%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.36M
|
+$713K
|
+28,320
|
+122%
|
|
|
18
|
Bailard
Foster City,
California
|
$1.29M
|
-$40.4K
|
-1,605
|
-3%
|
|
|
19
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.21M
|
+$507K
|
+20,145
|
+78%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.21M
|
+$69.2K
|
+2,751
|
+6%
|
|
|
21
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.17M
|
-$4.38K
|
-174
|
-0.4%
|
|
|
22
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.16M
|
-$242K
|
-9,621
|
-18%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
–
|
–
|
–
|
|
|
24
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$936K
|
–
|
–
|
–
|
|
|
25
|
Affinity Capital Advisors
Berkeley,
California
|
$931K
|
+$891K
|
+35,400
|
New
|
|
