|
1
|
|
$16.9M
|
+$3.7M
|
+95,708
|
+27%
|
|
|
2
|
Fulcrum Capital
Seattle,
Washington
|
$9.24M
|
+$466K
|
+12,040
|
+5%
|
|
|
3
|
Rock Creek Group
Washington,
District of Columbia
|
$7.18M
|
–
|
–
|
–
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$5.42M
|
+$1.3M
|
+33,540
|
+30%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.62M
|
+$2.17M
|
+56,020
|
+83%
|
|
|
6
|
|
$2.96M
|
+$286K
|
+7,402
|
+10%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.52M
|
+$423K
|
+10,934
|
+19%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.34M
|
+$464
|
+12
|
+0%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$2.22M
|
–
|
–
|
–
|
|
|
10
|
|
$2.17M
|
+$2.24M
|
+58,000
|
New
|
|
|
11
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.91M
|
-$7.79M
|
-201,262
|
-80%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$225K
|
-5,828
|
-14%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$931K
|
-$221K
|
-5,724
|
-19%
|
|
|
14
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$843K
|
+$6.58K
|
+170
|
+0.8%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$824K
|
-$1.15M
|
-29,816
|
-57%
|
|
|
16
|
Bailard
Foster City,
California
|
$647K
|
–
|
–
|
–
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$604K
|
–
|
–
|
–
|
|
|
18
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$529K
|
–
|
–
|
–
|
|
|
19
|
|
$502K
|
–
|
–
|
–
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$435K
|
-$1.01K
|
-26
|
-0.2%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$421K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$308K
|
-$5.42K
|
-140
|
-2%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$284K
|
+$167K
|
+4,306
|
+131%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$257K
|
+$267K
|
+6,892
|
New
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$229K
|
–
|
–
|
–
|
|
