|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$23.1M
|
+$84.8K
|
+2,322
|
+0.4%
|
|
|
2
|
Fulcrum Capital
Seattle,
Washington
|
$13.9M
|
+$851K
|
+23,300
|
+7%
|
|
|
3
|
|
$8.78M
|
+$8.23M
|
+225,240
|
New
|
|
|
4
|
|
$6.14M
|
+$5.76M
|
+157,572
|
New
|
|
|
5
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$3.27M
|
–
|
–
|
–
|
|
|
6
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.71M
|
–
|
–
|
–
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.31M
|
–
|
–
|
–
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.84M
|
+$738K
|
+20,218
|
+75%
|
|
|
9
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.72M
|
-$825K
|
-22,590
|
-34%
|
|
|
10
|
|
$1.53M
|
+$1.44M
|
+39,308
|
New
|
|
|
11
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.53M
|
-$11.8K
|
-322
|
-0.8%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.32M
|
+$618K
|
+16,920
|
+100%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$1.25M
|
+$280K
|
+7,666
|
+32%
|
|
|
14
|
Oxford Financial Group
Carmel,
Indiana
|
$1.11M
|
+$131K
|
+3,590
|
+14%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$333K
|
+9,118
|
+50%
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$1M
|
+$254K
|
+6,958
|
+37%
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$990K
|
–
|
–
|
–
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$961K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$861K
|
+$705K
|
+19,298
|
+689%
|
|
|
20
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$795K
|
+$365
|
+10
|
+0%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$707K
|
+$109K
|
+2,976
|
+20%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$617K
|
-$379K
|
-10,364
|
-40%
|
|
|
23
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$585K
|
-$12.4K
|
-340
|
-2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$552K
|
+$36.5K
|
+1,000
|
+8%
|
|
|
25
|
Insight Advisors
Newtown,
Pennsylvania
|
$373K
|
+$349K
|
+9,566
|
New
|
|
