|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$9.26M
|
+$16.9K
|
+610
|
+0.2%
|
|
|
2
|
Fulcrum Capital
Seattle,
Washington
|
$5.85M
|
–
|
–
|
–
|
|
|
3
|
|
$1.88M
|
+$1.47M
|
+53,004
|
+535%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.28M
|
–
|
–
|
–
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
-$617K
|
-22,200
|
-34%
|
|
|
6
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$523K
|
+$258K
|
+9,276
|
+112%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$482K
|
+$4.28K
|
+154
|
+1%
|
|
|
8
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$421K
|
-$23.3K
|
-840
|
-6%
|
|
|
9
|
Bailard
Foster City,
California
|
$378K
|
–
|
–
|
–
|
|
|
10
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$372K
|
-$1.83K
|
-66
|
-0.5%
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$362K
|
+$20K
|
+720
|
+6%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$251K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$220K
|
+$500
|
+18
|
+0.2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$193K
|
+$56.7K
|
+2,042
|
+46%
|
|
|
15
|
Cribstone Capital Management
Augusta,
Maine
|
$98K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$36K
|
-$309K
|
-11,118
|
-90%
|
|
|
17
|
Elmwood Wealth Management
Berkeley,
California
|
$19K
|
+$17.5K
|
+630
|
New
|
|
|
18
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$6K
|
+$5.56K
|
+200
|
New
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$802K
|
-31,442
|
Closed
|
|
|
22
|
HC Financial Advisors
Lafayette,
California
|
–
|
-$19K
|
-730
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$56
|
+2
|
New
|
|
