|
1
|
Fulcrum Capital
Seattle,
Washington
|
$7.04M
|
+$835K
|
+25,050
|
+11%
|
|
|
2
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.38M
|
+$2.88M
|
+86,586
|
+61%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.18M
|
-$277K
|
-8,310
|
-10%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.15M
|
–
|
–
|
–
|
|
|
5
|
|
$2.08M
|
+$682K
|
+20,460
|
+38%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.84M
|
+$519K
|
+15,588
|
+31%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.14M
|
+$500K
|
+15,020
|
+58%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.02M
|
+$236K
|
+7,074
|
+24%
|
|
|
9
|
Tidal Investments
Milwaukee,
Wisconsin
|
$924K
|
+$1.1M
|
+33,000
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$808K
|
+$961K
|
+28,846
|
New
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$729K
|
+$76.1K
|
+2,284
|
+10%
|
|
|
12
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$646K
|
+$769K
|
+23,074
|
New
|
|
|
13
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$634K
|
+$24.6K
|
+738
|
+3%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$632K
|
+$752K
|
+22,560
|
New
|
|
|
15
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$628K
|
+$747K
|
+22,410
|
New
|
|
|
16
|
Angeles Investment Advisors
Santa Monica,
California
|
$608K
|
–
|
–
|
–
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$474K
|
-$359K
|
-10,780
|
-39%
|
|
|
18
|
Oxford Financial Group
Carmel,
Indiana
|
$397K
|
+$472K
|
+14,172
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$378K
|
+$103K
|
+3,078
|
+30%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$369K
|
+$266K
|
+7,994
|
+154%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$332K
|
-$525K
|
-15,766
|
-57%
|
|
|
22
|
Financial Insights
Tacoma,
Washington
|
$228K
|
+$272K
|
+8,156
|
New
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$204K
|
+$243K
|
+7,290
|
New
|
|
|
24
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$128K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$107K
|
+$23.2K
|
+696
|
+22%
|
|
