|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$7.99M
|
+$431K
|
+14,108
|
+6%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$3.28M
|
+$3.22M
|
+105,144
|
New
|
|
|
3
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.72M
|
+$1.68M
|
+55,000
|
New
|
|
|
4
|
|
$935K
|
+$657K
|
+21,484
|
+254%
|
|
|
5
|
|
$618K
|
-$1.23M
|
-40,116
|
-67%
|
|
|
6
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$454K
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$427K
|
+$419K
|
+13,692
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$264K
|
-$179K
|
-5,864
|
-41%
|
|
|
9
|
Miracle Mile Advisors
Los Angeles,
California
|
$224K
|
+$220K
|
+7,180
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$207K
|
-$394K
|
-12,886
|
-66%
|
|
|
11
|
Cribstone Capital Management
Augusta,
Maine
|
$147K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$146K
|
–
|
–
|
–
|
|
|
13
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$59K
|
+$12.2K
|
+400
|
+27%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$53K
|
-$6.48K
|
-212
|
-11%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$30K
|
+$29.7K
|
+970
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19K
|
-$5.2K
|
-170
|
-22%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$14.4K
|
-470
|
-63%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$1.94M
|
-68,324
|
Closed
|
|
