|
1
|
|
$41.9M
|
+$936K
|
+25,254
|
+2%
|
|
|
2
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$27.3M
|
–
|
–
|
–
|
|
|
3
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$9.56M
|
–
|
–
|
–
|
|
|
4
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.18M
|
+$694K
|
+18,737
|
+8%
|
|
|
5
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$7.55M
|
+$790K
|
+21,320
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.45M
|
+$818K
|
+22,087
|
+17%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$4.85M
|
+$119K
|
+3,223
|
+2%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$4.28M
|
–
|
–
|
–
|
|
|
9
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.95M
|
+$2.19M
|
+59,210
|
+114%
|
|
|
10
|
Bailard
Foster City,
California
|
$3.39M
|
+$77.3K
|
+2,085
|
+2%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.46M
|
–
|
–
|
–
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.25M
|
-$292K
|
-7,867
|
-11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.82M
|
+$53.4K
|
+1,441
|
+3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$96.8K
|
+2,611
|
+6%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$1.58M
|
+$176K
|
+4,761
|
+12%
|
|
|
16
|
|
$1.58M
|
-$1.5M
|
-40,350
|
-47%
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
-$21.6K
|
-584
|
-2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.27M
|
-$890K
|
-24,018
|
-40%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.08M
|
+$113K
|
+3,047
|
+11%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1.02M
|
+$9.89K
|
+267
|
+0.9%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$817K
|
-$308K
|
-8,318
|
-27%
|
|
|
23
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$660K
|
–
|
–
|
–
|
|
|
24
|
Equitable Holdings
New York
|
$657K
|
+$89K
|
+2,403
|
+15%
|
|
|
25
|
Oxford Financial Group
Carmel,
Indiana
|
$576K
|
–
|
–
|
–
|
|
