|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$7.9M
|
-$6.59M
|
-217,246
|
-41%
|
|
|
2
|
Fulcrum Capital
Seattle,
Washington
|
$5M
|
+$1.13M
|
+37,200
|
+23%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.64M
|
-$6.5M
|
-214,306
|
-77%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.1M
|
-$363K
|
-11,950
|
-22%
|
|
|
5
|
|
$802K
|
-$1.07M
|
-35,200
|
-53%
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$408K
|
+$29.4K
|
+970
|
+6%
|
|
|
7
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$382K
|
+$21.6K
|
+712
|
+5%
|
|
|
8
|
Bailard
Foster City,
California
|
$323K
|
+$384K
|
+12,660
|
New
|
|
|
9
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$320K
|
-$14.6K
|
-480
|
-4%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$292K
|
+$317K
|
+10,460
|
+1,078%
|
|
|
11
|
|
$253K
|
-$224K
|
-7,380
|
-43%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$214K
|
+$255K
|
+8,400
|
New
|
|
|
13
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$210K
|
+$250K
|
+8,248
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$188K
|
+$51.4K
|
+1,694
|
+30%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$113K
|
+$49.2K
|
+1,620
|
+57%
|
|
|
16
|
Cribstone Capital Management
Augusta,
Maine
|
$84K
|
–
|
–
|
–
|
|
|
17
|
HC Financial Advisors
Lafayette,
California
|
$19K
|
+$22.1K
|
+730
|
New
|
|
|
18
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2K
|
+$374K
|
+12,320
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$563K
|
-17,192
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$61
|
-2
|
Closed
|
|
