|
1
|
|
$51.5M
|
+$1.81M
|
+45,458
|
+4%
|
|
|
2
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$32M
|
–
|
–
|
–
|
|
|
3
|
Gemmer Asset Management
Walnut Creek,
California
|
$12.5M
|
+$950K
|
+23,835
|
+9%
|
|
|
4
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.56M
|
+$327K
|
+8,195
|
+4%
|
|
|
5
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$9.43M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.79M
|
+$553K
|
+13,874
|
+9%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.35M
|
-$354K
|
-8,881
|
-5%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$5.31M
|
-$89.9K
|
-2,255
|
-2%
|
|
|
9
|
Bailard
Foster City,
California
|
$4.75M
|
+$428K
|
+10,739
|
+10%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$4.04M
|
-$934K
|
-23,445
|
-19%
|
|
|
11
|
|
$3.9M
|
+$105K
|
+2,624
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.79M
|
+$663K
|
+16,647
|
+22%
|
|
|
13
|
Flow Traders U.S.
New York
|
$2.75M
|
+$2.64M
|
+66,188
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.29M
|
+$42.8K
|
+1,075
|
+2%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$1.86M
|
+$43.4K
|
+1,088
|
+2%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.84M
|
+$172K
|
+4,304
|
+11%
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.19M
|
+$179K
|
+4,488
|
+19%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$1.17M
|
-$72.5K
|
-1,819
|
-6%
|
|
|
19
|
AGF Management
Toronto,
Ontario, Canada
|
$1.08M
|
+$19.9K
|
+500
|
+2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$948K
|
+$658K
|
+16,500
|
+262%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$877K
|
+$188K
|
+4,707
|
+29%
|
|
|
22
|
Oxford Financial Group
Carmel,
Indiana
|
$760K
|
+$70K
|
+1,757
|
+11%
|
|
|
23
|
Camelot Technology Advisors
San Francisco,
California
|
$748K
|
+$3.19K
|
+80
|
+0.4%
|
|
|
24
|
|
$703K
|
-$531K
|
-13,320
|
-44%
|
|
|
25
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$684K
|
–
|
–
|
–
|
|
