|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$97.4M
|
+$13.9M
|
+575,901
|
+18%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.3M
|
+$1.24M
|
+51,501
|
+15%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
$9.78M
|
+$9.27M
|
+384,465
|
New
|
|
|
4
|
Veritable
Wilmington,
Delaware
|
$6.34M
|
+$4.31M
|
+178,800
|
+253%
|
|
|
5
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.22M
|
+$575K
|
+23,829
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.04M
|
+$368K
|
+15,267
|
+7%
|
|
|
7
|
Level Four Advisory Services
Dallas,
Texas
|
$4.41M
|
+$4.18M
|
+173,358
|
New
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$4.33M
|
+$1.18M
|
+48,852
|
+40%
|
|
|
9
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$3.96M
|
+$3.04M
|
+126,249
|
+432%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3M
|
+$460K
|
+19,068
|
+19%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.81M
|
-$114K
|
-4,710
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.71M
|
+$11.6K
|
+480
|
+0.5%
|
|
|
13
|
Affinity Capital Advisors
Berkeley,
California
|
$2.54M
|
+$57.9K
|
+2,403
|
+2%
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.29M
|
+$50.4K
|
+2,091
|
+2%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.21M
|
-$468K
|
-19,422
|
-18%
|
|
|
16
|
Bank of New York Mellon
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
17
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.76M
|
+$1.81K
|
+75
|
+0.1%
|
|
|
18
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.72M
|
+$712K
|
+29,520
|
+86%
|
|
|
19
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$1.7M
|
-$1.01M
|
-41,886
|
-72%
|
|
|
20
|
Gould Asset Management
Claremont,
California
|
$1.53M
|
-$6.51K
|
-270
|
-0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$60.2K
|
+2,496
|
+5%
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
$1.43M
|
-$24.5K
|
-1,014
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.24M
|
+$80.9K
|
+3,354
|
+7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
-$10.6M
|
-439,206
|
-90%
|
|
|
25
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.17M
|
+$217
|
+9
|
+0%
|
|
