|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$25.5M
|
+$2.82M
|
+67,008
|
+13%
|
|
|
2
|
|
$24.5M
|
+$7.39M
|
+175,794
|
+43%
|
|
|
3
|
Fulcrum Capital
Seattle,
Washington
|
$17.8M
|
+$1.6M
|
+38,000
|
+10%
|
|
|
4
|
Flow Traders U.S.
New York
|
$6.23M
|
+$6.28M
|
+149,268
|
New
|
|
|
5
|
Rockefeller Capital Management
New York
|
$4.04M
|
+$4.07M
|
+96,700
|
New
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.98M
|
+$1.49M
|
+35,470
|
+59%
|
|
|
7
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$2.96M
|
+$207K
|
+4,934
|
+7%
|
|
|
8
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.9M
|
–
|
–
|
–
|
|
|
9
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.69M
|
+$296K
|
+7,042
|
+12%
|
|
|
10
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.47M
|
–
|
–
|
–
|
|
|
11
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.88M
|
–
|
–
|
–
|
|
|
12
|
|
$1.86M
|
-$1.16M
|
-27,562
|
-38%
|
|
|
13
|
|
$1.64M
|
+$673
|
+16
|
+0%
|
|
|
14
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.64M
|
+$9K
|
+214
|
+0.5%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
+$564K
|
+13,418
|
+78%
|
|
|
17
|
Oxford Financial Group
Carmel,
Indiana
|
$1.28M
|
+$36.7K
|
+874
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$454K
|
+10,810
|
+58%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
-$255K
|
-6,066
|
-18%
|
|
|
20
|
Institute for Wealth Management
Denver,
Colorado
|
$1.17M
|
+$47.8K
|
+1,138
|
+4%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$651K
|
+15,484
|
+133%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$985K
|
–
|
–
|
–
|
|
|
23
|
Good Life Advisors
Reading,
Pennsylvania
|
$924K
|
+$930K
|
+22,128
|
New
|
|
|
24
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$698K
|
-$420
|
-10
|
-0%
|
|
|
25
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$599K
|
-$8.41K
|
-200
|
-1%
|
|
