|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$395M
|
+$8.82M
|
+145,017
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$34.8M
|
+$578K
|
+9,506
|
+2%
|
|
|
3
|
|
$28.2M
|
+$4.92M
|
+80,869
|
+22%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$22M
|
+$405K
|
+6,662
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$21.7M
|
+$10.4M
|
+170,291
|
+94%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.5M
|
+$1.9M
|
+31,227
|
+10%
|
|
|
7
|
Leo Brokerage
Hurst,
Texas
|
$20.4M
|
+$22M
|
+362,158
|
New
|
|
|
8
|
Wealthsimple US
Brooklyn,
New York
|
$20.3M
|
+$1.46M
|
+24,031
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.2M
|
+$2.89M
|
+47,479
|
+18%
|
|
|
10
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$16M
|
-$696K
|
-11,452
|
-4%
|
|
|
11
|
|
$12.2M
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
+$1.99M
|
+32,658
|
+23%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$10.7M
|
+$9.09M
|
+149,455
|
+633%
|
|
|
14
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$9.62M
|
-$1.37M
|
-22,553
|
-13%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.99M
|
+$84K
|
+1,381
|
+1%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$8.17M
|
-$26.6K
|
-437
|
-0.3%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.95M
|
+$4.51M
|
+74,156
|
+136%
|
|
|
18
|
Caprock Group
Boise,
Idaho
|
$7.84M
|
+$1.28K
|
+21
|
+0%
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$7.42M
|
-$439K
|
-7,227
|
-6%
|
|
|
20
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.39M
|
-$325K
|
-5,352
|
-4%
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$5.48M
|
+$685K
|
+11,275
|
+15%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$5.45M
|
-$1.49M
|
-24,509
|
-22%
|
|
|
23
|
Crewe Advisors
Salt Lake City,
Utah
|
$5.43M
|
+$1.18M
|
+19,468
|
+28%
|
|
|
24
|
Equitable Trust
Nashville,
Tennessee
|
$4.86M
|
-$681K
|
-11,200
|
-12%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$4.83M
|
+$4.75M
|
+78,118
|
+7,811,800%
|
|
