|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$238M
|
+$10.6M
|
+196,705
|
+4%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$25.2M
|
+$29.3M
|
+543,101
|
+6,536%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$20.2M
|
+$10.9M
|
+202,391
|
+84%
|
|
|
4
|
|
$14.9M
|
+$14.9M
|
+276,085
|
+554%
|
|
|
5
|
Wealthsimple US
Brooklyn,
New York
|
$13.4M
|
+$15.8M
|
+293,121
|
New
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$13.4M
|
+$12.3M
|
+228,082
|
+353%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
+$7.14M
|
+132,434
|
+93%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$2.11M
|
+39,068
|
+19%
|
|
|
9
|
|
$9.07M
|
+$10.7M
|
+198,076
|
New
|
|
|
10
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$7.39M
|
+$410K
|
+7,596
|
+5%
|
|
|
11
|
Cambridge Associates
Boston,
Massachusetts
|
$6.88M
|
+$1.28M
|
+23,664
|
+19%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$5.96M
|
+$257K
|
+4,770
|
+4%
|
|
|
13
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.92M
|
+$1.36M
|
+25,194
|
+24%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$5.79M
|
+$555K
|
+10,280
|
+9%
|
|
|
15
|
Equitable Trust
Nashville,
Tennessee
|
$4.69M
|
+$1.51M
|
+27,994
|
+38%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.73M
|
+$3.16M
|
+58,498
|
+255%
|
|
|
17
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.13M
|
+$1.01M
|
+18,766
|
+38%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$2.87M
|
+$3.39M
|
+62,757
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
+$2.67M
|
+49,437
|
+474%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.7M
|
+$134K
|
+2,483
|
+4%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.58M
|
+$1.54M
|
+28,531
|
+102%
|
|
|
22
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.3M
|
+$264K
|
+4,890
|
+10%
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.29M
|
–
|
–
|
–
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.28M
|
+$2.69M
|
+49,840
|
New
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$1.9M
|
-$384K
|
-7,114
|
-15%
|
|
