|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$283M
|
+$26.8M
|
+496,364
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$10.6M
|
+196,325
|
+453%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$9.57M
|
+177,190
|
+608%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.4M
|
+$92.5K
|
+1,713
|
+0.9%
|
|
|
5
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$8.7M
|
+$71.7K
|
+1,328
|
+0.9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.02M
|
+$4.22M
|
+78,216
|
+123%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$7.36M
|
–
|
–
|
–
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.19M
|
+$1.35M
|
+24,917
|
+24%
|
|
|
9
|
Cambridge Associates
Boston,
Massachusetts
|
$7.16M
|
-$2.94M
|
-54,468
|
-30%
|
|
|
10
|
SCS Capital Management
Boston,
Massachusetts
|
$7.1M
|
+$1.95M
|
+36,182
|
+41%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$6.57M
|
+$104K
|
+1,917
|
+2%
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.88M
|
+$5.62M
|
+103,982
|
New
|
|
|
13
|
Equitable Trust
Nashville,
Tennessee
|
$4.21M
|
+$392K
|
+7,252
|
+11%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$3.66M
|
+$727K
|
+13,458
|
+26%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.25M
|
+$178K
|
+3,292
|
+6%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.2M
|
+$435K
|
+8,061
|
+17%
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.83M
|
+$510K
|
+9,450
|
+23%
|
|
|
18
|
|
$2.82M
|
+$1.4M
|
+25,883
|
+108%
|
|
|
19
|
Crewe Advisors
Salt Lake City,
Utah
|
$2.81M
|
+$2.68M
|
+49,672
|
New
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$2.75M
|
+$428K
|
+7,930
|
+20%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.71M
|
+$10.6K
|
+197
|
+0.4%
|
|
|
22
|
Webster Bank
Waterbury,
Connecticut
|
$1.97M
|
+$729K
|
+13,500
|
+63%
|
|
|
23
|
CPWM LLC
Seattle,
Washington
|
$1.85M
|
–
|
–
|
–
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.57M
|
+$1.1M
|
+20,295
|
+269%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.3M
|
+$338K
|
+6,253
|
+38%
|
|
