|
1
|
Fulcrum Capital
Seattle,
Washington
|
$8.2M
|
-$19.1K
|
-542
|
-0.2%
|
|
|
2
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.12M
|
-$54.7K
|
-1,554
|
-1%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.13M
|
+$37.6K
|
+1,070
|
+1%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.15M
|
+$2.08M
|
+59,238
|
New
|
|
|
5
|
|
$1.95M
|
+$1.89M
|
+53,860
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.81M
|
+$1.76M
|
+50,090
|
New
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.06M
|
-$184K
|
-5,226
|
-15%
|
|
|
8
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
+$4.78K
|
+136
|
+0.5%
|
|
|
10
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$934K
|
+$162K
|
+4,606
|
+22%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$861K
|
+$438K
|
+12,448
|
+110%
|
|
|
12
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$794K
|
+$39.4K
|
+1,120
|
+5%
|
|
|
13
|
Angeles Investment Advisors
Santa Monica,
California
|
$786K
|
+$763K
|
+21,700
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$377K
|
+$35.4K
|
+1,006
|
+11%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$241K
|
+$7.53K
|
+214
|
+3%
|
|
|
16
|
Sentinel Trust
Houston,
Texas
|
$212K
|
+$206K
|
+5,850
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$188K
|
–
|
–
|
–
|
|
|
18
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$165K
|
+$11.3K
|
+320
|
+8%
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$120K
|
+$117K
|
+3,312
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$114K
|
+$93.8K
|
+2,668
|
+575%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$87K
|
+$40.7K
|
+1,158
|
+92%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$72.8K
|
+$24.6K
|
+700
|
+54%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$61K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$37K
|
+$36K
|
+1,024
|
New
|
|
|
25
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$33.3K
|
+$2.04K
|
+58
|
+7%
|
|
