|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19.2M
|
+$11.1M
|
+364,934
|
+160%
|
|
|
2
|
Fulcrum Capital
Seattle,
Washington
|
$8.15M
|
–
|
–
|
–
|
|
|
3
|
|
$2.33M
|
-$74.1K
|
-2,428
|
-3%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.25M
|
+$1.11M
|
+36,484
|
+111%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.92M
|
–
|
–
|
–
|
|
|
6
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.32M
|
-$3.24K
|
-106
|
-0.3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
+$250K
|
+8,194
|
+28%
|
|
|
8
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.18M
|
+$406K
|
+13,298
|
+58%
|
|
|
9
|
Miracle Mile Advisors
Los Angeles,
California
|
$902K
|
+$54.2K
|
+1,774
|
+7%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$824K
|
-$335K
|
-10,956
|
-30%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$732K
|
–
|
–
|
–
|
|
|
12
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$732K
|
+$4.58K
|
+150
|
+0.7%
|
|
|
13
|
Angeles Investment Advisors
Santa Monica,
California
|
$704K
|
–
|
–
|
–
|
|
|
14
|
Oxford Financial Group
Carmel,
Indiana
|
$700K
|
+$226K
|
+7,408
|
+52%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$549K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$438K
|
+$550
|
+18
|
+0.1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$428K
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$387K
|
+$2.08K
|
+68
|
+0.6%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$239K
|
+$225K
|
+7,378
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$228K
|
-$3.33M
|
-109,128
|
-94%
|
|
|
21
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$206K
|
+$194K
|
+6,362
|
New
|
|
|
22
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$123K
|
-$23.8K
|
-780
|
-17%
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$94K
|
-$20.8K
|
-680
|
-19%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$91K
|
+$37.6K
|
+1,230
|
+78%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$86.9K
|
+$10.7K
|
+350
|
+15%
|
|
