|
1
|
|
$30.9M
|
+$6.84M
|
+160,894
|
+27%
|
|
|
2
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$26.9M
|
+$2.49M
|
+58,658
|
+10%
|
|
|
3
|
Fulcrum Capital
Seattle,
Washington
|
$17.9M
|
+$269K
|
+6,326
|
+1%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$4.99M
|
+$1.02M
|
+24,000
|
+25%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$4.32M
|
+$4.44M
|
+104,484
|
New
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.17M
|
+$241K
|
+5,678
|
+6%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.97M
|
+$1.35M
|
+31,770
|
+49%
|
|
|
8
|
Flow Traders U.S.
New York
|
$3.91M
|
-$2.32M
|
-54,550
|
-37%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.9M
|
+$2.76M
|
+64,922
|
+221%
|
|
|
10
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$2.93M
|
–
|
–
|
–
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.87M
|
–
|
–
|
–
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.45M
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.64M
|
+$530K
|
+12,476
|
+46%
|
|
|
14
|
|
$1.62M
|
-$1.02K
|
-24
|
-0.1%
|
|
|
15
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.62M
|
–
|
–
|
–
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.39M
|
-$189K
|
-4,440
|
-12%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.37M
|
+$106K
|
+2,502
|
+8%
|
|
|
18
|
Institute for Wealth Management
Denver,
Colorado
|
$1.3M
|
+$150K
|
+3,522
|
+13%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$1.15M
|
-$113K
|
-2,654
|
-9%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
-$25.3K
|
-596
|
-2%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1.11M
|
+$603K
|
+14,190
|
+113%
|
|
|
22
|
Good Life Advisors
Reading,
Pennsylvania
|
$966K
|
+$53.4K
|
+1,256
|
+6%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$904K
|
-$73.1K
|
-1,720
|
-7%
|
|
|
24
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$866K
|
-$1.02M
|
-24,062
|
-53%
|
|
|
25
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$593K
|
–
|
–
|
–
|
|
