|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$352M
|
+$55.2M
|
+1,049,901
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
+$5.89M
|
+112,023
|
+25%
|
|
|
3
|
|
$21.1M
|
+$2.57M
|
+48,865
|
+15%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$19.7M
|
+$3M
|
+57,046
|
+19%
|
|
|
5
|
Wealthsimple US
Brooklyn,
New York
|
$17.2M
|
+$600K
|
+11,418
|
+4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.9M
|
+$2.9M
|
+55,087
|
+22%
|
|
|
7
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$15.2M
|
+$7.56M
|
+143,838
|
+114%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
-$543K
|
-10,337
|
-4%
|
|
|
9
|
|
$11.2M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$7.38M
|
+140,357
|
+350%
|
|
|
11
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$10M
|
+$882K
|
+16,780
|
+10%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.13M
|
+$7.08M
|
+134,572
|
+1,410%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.92M
|
+$3.11M
|
+59,092
|
+73%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$7.48M
|
+$126K
|
+2,401
|
+2%
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
$7.17M
|
+$6.69M
|
+127,200
|
New
|
|
|
16
|
Caprock Group
Boise,
Idaho
|
$7.15M
|
+$5.71M
|
+108,657
|
+597%
|
|
|
17
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.76M
|
-$489K
|
-9,298
|
-7%
|
|
|
18
|
Cambridge Associates
Boston,
Massachusetts
|
$6.27M
|
-$2.06M
|
-39,159
|
-26%
|
|
|
19
|
Equitable Trust
Nashville,
Tennessee
|
$5.06M
|
-$660K
|
-12,546
|
-12%
|
|
|
20
|
|
$4.8M
|
+$4.48M
|
+85,205
|
New
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$4.37M
|
+$1.89M
|
+36,017
|
+87%
|
|
|
22
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.86M
|
–
|
–
|
–
|
|
|
23
|
Garde Capital
Seattle,
Washington
|
$3.75M
|
+$193K
|
+3,674
|
+6%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.69M
|
+$1.85M
|
+35,128
|
+116%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$3.62M
|
+$3.37M
|
+64,134
|
New
|
|
