|
1
|
Fulcrum Capital
Seattle,
Washington
|
$7.69M
|
+$5.97M
|
+178,664
|
+372%
|
|
|
2
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$4.84M
|
+$4.77M
|
+142,832
|
New
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.89M
|
-$4.34K
|
-130
|
-0.2%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$939K
|
–
|
–
|
–
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$932K
|
+$75K
|
+2,246
|
+9%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$718K
|
+$161K
|
+4,828
|
+30%
|
|
|
8
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$705K
|
-$5.34K
|
-160
|
-0.8%
|
|
|
9
|
Miracle Mile Advisors
Los Angeles,
California
|
$383K
|
-$100K
|
-3,000
|
-21%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$319K
|
+$100K
|
+3,000
|
+47%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$293K
|
-$49.3K
|
-1,476
|
-15%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$226K
|
-$379K
|
-11,330
|
-63%
|
|
|
13
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$220K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$218K
|
+$152K
|
+4,546
|
+240%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176K
|
+$11.1K
|
+332
|
+7%
|
|
|
16
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$144K
|
+$30.7K
|
+920
|
+28%
|
|
|
17
|
Cribstone Capital Management
Augusta,
Maine
|
$69K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$57K
|
–
|
–
|
–
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$44.4K
|
+$2.27K
|
+68
|
+5%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$42K
|
-$2.81K
|
-84
|
-6%
|
|
|
21
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$34K
|
+$33.4K
|
+1,000
|
New
|
|
|
22
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$29.2K
|
+$28.8K
|
+862
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19K
|
+$2K
|
+60
|
+12%
|
|
|
25
|
Elmwood Wealth Management
Berkeley,
California
|
$17K
|
–
|
–
|
–
|
|
