|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$69.3M
|
+$21M
|
+839,694
|
+35%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.55M
|
+$6.04M
|
+241,194
|
+212%
|
|
|
3
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$5.03M
|
+$1.38M
|
+54,957
|
+1,542%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.74M
|
+$5.58M
|
+222,669
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.73M
|
+$2.32M
|
+92,622
|
+72%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$4.7M
|
+$4.13M
|
+165,024
|
+295%
|
|
|
7
|
|
$2.64M
|
+$1.77M
|
+70,605
|
+132%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.59M
|
+$923K
|
+36,846
|
+44%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.45M
|
-$545K
|
-21,741
|
-16%
|
|
|
10
|
Affinity Capital Advisors
Berkeley,
California
|
$2.3M
|
+$1.56M
|
+62,145
|
+176%
|
|
|
11
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.27M
|
-$478K
|
-19,080
|
-15%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.26M
|
+$1.18M
|
+47,211
|
+80%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
-$64.4K
|
-2,571
|
-3%
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.88M
|
+$379K
|
+15,135
|
+21%
|
|
|
15
|
Bank of New York Mellon
New York
|
$1.5M
|
+$477K
|
+19,053
|
+37%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$1.5M
|
+$1.77M
|
+70,614
|
New
|
|
|
17
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.48M
|
+$581K
|
+23,178
|
+50%
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$1.29M
|
-$60.9K
|
-2,430
|
-4%
|
|
|
19
|
WESCAP Management Group
Glendale,
California
|
$1.22M
|
+$1.43M
|
+57,210
|
New
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.19M
|
+$22.5K
|
+900
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.16M
|
+$513K
|
+20,478
|
+60%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
–
|
–
|
–
|
|
|
23
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$977K
|
+$35.5K
|
+1,416
|
+3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$969K
|
-$11.2K
|
-447
|
-1%
|
|
|
25
|
Ashfield Capital Partners
San Francisco,
California
|
$924K
|
-$487K
|
-19,425
|
-31%
|
|
