|
1
|
|
$25.6M
|
+$1.18M
|
+39,519
|
+5%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$6.22M
|
+$2.64M
|
+88,171
|
+75%
|
|
|
3
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.84M
|
+$391K
|
+13,081
|
+16%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$2.07M
|
+$118K
|
+3,960
|
+6%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
6
|
|
$1.5M
|
+$18.3K
|
+613
|
+1%
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.47M
|
+$35.9K
|
+1,201
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
-$27.4K
|
-917
|
-2%
|
|
|
9
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$799K
|
+$788K
|
+26,356
|
New
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$638K
|
-$18K
|
-603
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$594K
|
+$15.4K
|
+514
|
+3%
|
|
|
12
|
Flow Traders U.S.
New York
|
$586K
|
–
|
–
|
–
|
|
|
13
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$487K
|
-$9.3K
|
-311
|
-2%
|
|
|
14
|
Bailard
Foster City,
California
|
$485K
|
+$18.2K
|
+608
|
+4%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$446K
|
–
|
–
|
–
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$378K
|
–
|
–
|
–
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$346K
|
–
|
–
|
–
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$346K
|
+$6.43K
|
+215
|
+2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$340K
|
-$1.61M
|
-53,870
|
-83%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$322K
|
+$14.7K
|
+492
|
+5%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$303K
|
+$11.7K
|
+390
|
+4%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$246K
|
-$6.16K
|
-206
|
-2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$194K
|
-$72K
|
-2,407
|
-27%
|
|
|
24
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$121K
|
+$359
|
+12
|
+0.3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$69K
|
+$68.1K
|
+2,276
|
New
|
|
