|
1
|
Flow Traders U.S.
New York
|
$6.41M
|
+$6.27M
|
+188,141
|
New
|
|
|
2
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$939K
|
+$2.83K
|
+85
|
+0.3%
|
|
|
3
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$927K
|
+$149K
|
+4,461
|
+20%
|
|
|
4
|
Biltmore Family Office
Charlotte,
North Carolina
|
$681K
|
-$186K
|
-5,580
|
-22%
|
|
|
5
|
Crestone Asset Management
Boulder,
Colorado
|
$615K
|
+$602K
|
+18,069
|
New
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$512K
|
+$262K
|
+7,858
|
+110%
|
|
|
7
|
Financial Connections Group
Corte Madera,
California
|
$489K
|
-$20.7K
|
-621
|
-4%
|
|
|
8
|
Clarius Group LLC
Seattle,
Washington
|
$465K
|
+$21.4K
|
+641
|
+5%
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$353K
|
-$7.46K
|
-224
|
-2%
|
|
|
10
|
Wade Financial Advisory
Campbell,
California
|
$346K
|
+$339K
|
+10,165
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$248K
|
+$178K
|
+5,330
|
+270%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$226K
|
+$221K
|
+6,630
|
New
|
|
|
13
|
Congress Wealth Management
Boston,
Massachusetts
|
$208K
|
+$203K
|
+6,098
|
New
|
|
|
14
|
Your Advocates Ltd
Houston,
Texas
|
$36.8K
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$20.6K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
-$49.5K
|
-1,485
|
-74%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$13.1K
|
+$12.9K
|
+386
|
New
|
|
|
18
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$8.72K
|
–
|
–
|
–
|
|
|
19
|
|
$2.32K
|
+$2.27K
|
+68
|
New
|
|
|
20
|
IMPACTfolio
Denver,
Colorado
|
–
|
-$885K
|
-27,951
|
Closed
|
|
|
21
|
|
–
|
-$203K
|
-6,402
|
Closed
|
|
|
22
|
Pecaut & Co
Sioux City,
Iowa
|
–
|
-$89K
|
-2,811
|
Closed
|
|
|
23
|
BCR Wealth Strategies
Vestavia,
Alabama
|
–
|
-$14K
|
-452
|
Closed
|
|
