|
1
|
|
$25.5M
|
+$1.07M
|
+35,372
|
+4%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$4.4M
|
-$1.62M
|
-53,485
|
-26%
|
|
|
3
|
|
$4.2M
|
+$4.38M
|
+144,896
|
New
|
|
|
4
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.72M
|
–
|
–
|
–
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.54M
|
+$2.64M
|
+87,464
|
New
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$2.42M
|
+$462K
|
+15,303
|
+22%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$1.73M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
+$44.6K
|
+1,475
|
+4%
|
|
|
9
|
|
$1.08M
|
-$375K
|
-12,414
|
-25%
|
|
|
10
|
|
$854K
|
+$890K
|
+29,444
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$808K
|
+$257K
|
+8,518
|
+44%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$628K
|
+$17.7K
|
+586
|
+3%
|
|
|
13
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$575K
|
-$197K
|
-6,510
|
-25%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$557K
|
-$11.7K
|
-387
|
-2%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$545K
|
+$229K
|
+7,569
|
+67%
|
|
|
16
|
Bailard
Foster City,
California
|
$464K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$432K
|
+$434K
|
+14,350
|
New
|
|
|
18
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$430K
|
-$37.7K
|
-1,249
|
-8%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$427K
|
+$60
|
+2
|
+0%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$364K
|
+$2.54K
|
+84
|
+0.7%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$331K
|
–
|
–
|
–
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$318K
|
+$9.61K
|
+318
|
+3%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$294K
|
+$4.17K
|
+138
|
+1%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$245K
|
+$10.3K
|
+342
|
+4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178K
|
-$8.4K
|
-278
|
-4%
|
|
