|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$223M
|
-$213M
|
-3,222,491
|
-50%
|
|
|
2
|
Oregon Health & Science University
Portland,
Oregon
|
$155M
|
+$145M
|
+2,202,120
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
+$4.62M
|
+70,000
|
+12%
|
|
|
4
|
|
$40.5M
|
+$7.99M
|
+121,031
|
+27%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$34M
|
+$8.47M
|
+128,388
|
+36%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$31.8M
|
+$6.81M
|
+103,134
|
+29%
|
|
|
7
|
Leo Brokerage
Hurst,
Texas
|
$29.9M
|
+$4.2M
|
+63,601
|
+18%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$26.2M
|
+$13.3M
|
+200,848
|
+116%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
+$3.5M
|
+52,977
|
+17%
|
|
|
10
|
Wealthsimple US
Brooklyn,
New York
|
$23.7M
|
+$628K
|
+9,510
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
-$2.76M
|
-41,851
|
-13%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$18.1M
|
-$50.5K
|
-765
|
-0.3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$15.3M
|
+$14.4M
|
+218,051
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.7M
|
+$2.38M
|
+36,084
|
+21%
|
|
|
15
|
|
$14.7M
|
+$708K
|
+10,720
|
+5%
|
|
|
16
|
Platt Investment Counsel
Lake Mary,
Florida
|
$12.3M
|
+$11.6M
|
+175,018
|
New
|
|
|
17
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$10.9M
|
-$2.57K
|
-39
|
-0%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$10.3M
|
+$3.83M
|
+58,039
|
+65%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.3M
|
+$1.17M
|
+17,739
|
+14%
|
|
|
20
|
Caprock Group
Boise,
Idaho
|
$8.9M
|
+$1.45K
|
+22
|
+0%
|
|
|
21
|
SCS Capital Management
Boston,
Massachusetts
|
$8.79M
|
-$456K
|
-6,905
|
-5%
|
|
|
22
|
Trillium Asset Management
Boston,
Massachusetts
|
$8.75M
|
+$8.23M
|
+124,719
|
New
|
|
|
23
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.94M
|
-$87.1K
|
-1,319
|
-1%
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$7.94M
|
-$451K
|
-6,834
|
-6%
|
|
|
25
|
Crewe Advisors
Salt Lake City,
Utah
|
$7.73M
|
+$1.47M
|
+22,248
|
+25%
|
|
