|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$21.1M
|
-$2.66M
|
-66,740
|
-11%
|
|
|
2
|
|
$16.5M
|
+$7.38M
|
+184,840
|
+82%
|
|
|
3
|
Fulcrum Capital
Seattle,
Washington
|
$15.6M
|
+$1.26M
|
+31,550
|
+9%
|
|
|
4
|
|
$4.99M
|
+$4.97M
|
+124,400
|
New
|
|
|
5
|
|
$2.9M
|
-$3.41M
|
-85,432
|
-54%
|
|
|
6
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.79M
|
–
|
–
|
–
|
|
|
7
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$2.65M
|
–
|
–
|
–
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.4M
|
+$500K
|
+12,526
|
+27%
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.38M
|
–
|
–
|
–
|
|
|
10
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.3M
|
+$523K
|
+13,106
|
+30%
|
|
|
11
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.81M
|
+$447K
|
+11,184
|
+33%
|
|
|
12
|
|
$1.58M
|
–
|
–
|
–
|
|
|
13
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.56M
|
-$7.99K
|
-200
|
-0.5%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.53M
|
+$508K
|
+12,734
|
+50%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.38M
|
+$275K
|
+6,890
|
+25%
|
|
|
16
|
Oxford Financial Group
Carmel,
Indiana
|
$1.19M
|
+$44.2K
|
+1,108
|
+4%
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$1.08M
|
+$45.5K
|
+1,140
|
+4%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$947K
|
-$43K
|
-1,078
|
-4%
|
|
|
19
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$819K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$746K
|
+$454K
|
+11,366
|
+157%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$744K
|
+$14.3K
|
+358
|
+2%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$691K
|
-$194K
|
-4,864
|
-22%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$633K
|
+$63.2K
|
+1,584
|
+11%
|
|
|
24
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$584K
|
-$18.7K
|
-468
|
-3%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$526K
|
+$523K
|
+13,102
|
New
|
|
