|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.01M
|
-$145K
|
-4,490
|
-5%
|
|
|
2
|
Fulcrum Capital
Seattle,
Washington
|
$1.6M
|
+$1.55M
|
+48,090
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
-$6.79M
|
-210,006
|
-84%
|
|
|
4
|
|
$1.14M
|
+$642K
|
+19,876
|
+138%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$971K
|
-$1.37M
|
-42,526
|
-59%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$920K
|
+$895K
|
+27,700
|
New
|
|
|
7
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$699K
|
+$129
|
+4
|
+0%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$559K
|
-$3.14M
|
-97,194
|
-85%
|
|
|
9
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$436K
|
+$44.3K
|
+1,372
|
+12%
|
|
|
10
|
Miracle Mile Advisors
Los Angeles,
California
|
$339K
|
+$330K
|
+10,200
|
New
|
|
|
11
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$216K
|
+$210K
|
+6,500
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$205K
|
+$200K
|
+6,198
|
New
|
|
|
13
|
|
$201K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161K
|
+$5.49K
|
+170
|
+4%
|
|
|
15
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$127K
|
-$3.88K
|
-120
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$126K
|
+$122K
|
+3,784
|
New
|
|
|
17
|
Cribstone Capital Management
Augusta,
Maine
|
$68K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$55K
|
+$54K
|
+1,670
|
New
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$27.9K
|
+$27.1K
|
+840
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$27K
|
-$61.4K
|
-1,900
|
-70%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Elmwood Wealth Management
Berkeley,
California
|
$17K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
-$26.2K
|
-810
|
-62%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
$2K
|
+$2.07K
|
+64
|
New
|
|
