|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$238M
|
+$4.2M
|
+57,991
|
+2%
|
|
|
2
|
Oregon Health & Science University
Portland,
Oregon
|
$209M
|
+$45.6M
|
+629,378
|
+29%
|
|
|
3
|
|
$49.2M
|
+$6.55M
|
+90,512
|
+16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$49M
|
+$2.22M
|
+30,638
|
+5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$44M
|
+$8.13M
|
+112,278
|
+23%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$35.7M
|
+$2.18M
|
+30,171
|
+7%
|
|
|
7
|
Leo Brokerage
Hurst,
Texas
|
$34.7M
|
+$3.28M
|
+45,268
|
+11%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$28.9M
|
+$1.3M
|
+17,987
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
+$1.93M
|
+26,711
|
+7%
|
|
|
10
|
Wealthsimple US
Brooklyn,
New York
|
$24.4M
|
-$509K
|
-7,034
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
+$2.87M
|
+39,665
|
+14%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$19.2M
|
+$169K
|
+2,336
|
+0.9%
|
|
|
13
|
|
$18.8M
|
+$3.35M
|
+46,302
|
+22%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17M
|
+$1.57M
|
+21,707
|
+10%
|
|
|
15
|
Platt Investment Counsel
Lake Mary,
Florida
|
$16.7M
|
+$3.73M
|
+51,511
|
+29%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$13M
|
+$2.13M
|
+29,462
|
+20%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.6M
|
+$792K
|
+10,935
|
+7%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$11.3M
|
-$171K
|
-2,368
|
-2%
|
|
|
19
|
SCS Capital Management
Boston,
Massachusetts
|
$10.2M
|
+$966K
|
+13,338
|
+11%
|
|
|
20
|
Crewe Advisors
Salt Lake City,
Utah
|
$10.2M
|
+$2M
|
+27,560
|
+25%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$9.97M
|
+$1.89M
|
+26,127
|
+24%
|
|
|
22
|
Caprock Group
Boise,
Idaho
|
$9.42M
|
+$62.1K
|
+857
|
+0.7%
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$9.42M
|
+$1.06M
|
+14,574
|
+13%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.06M
|
+$3.7M
|
+51,145
|
+71%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$9.03M
|
+$3.44M
|
+47,473
|
+63%
|
|
