|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$263M
|
+$4.07M
|
+52,443
|
+2%
|
|
|
2
|
Oregon Health & Science University
Portland,
Oregon
|
$227M
|
+$500K
|
+6,440
|
+0.2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$59.2M
|
+$5.86M
|
+75,546
|
+11%
|
|
|
4
|
|
$58.6M
|
+$5.04M
|
+64,961
|
+10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$41.6M
|
+$2.77M
|
+35,762
|
+7%
|
|
|
6
|
Leo Brokerage
Hurst,
Texas
|
$40.3M
|
+$2.57M
|
+33,136
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
+$912K
|
+11,755
|
+3%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$31.9M
|
+$532K
|
+6,855
|
+2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$30.6M
|
-$16.7M
|
-214,879
|
-36%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
+$1.32M
|
+16,955
|
+5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.4M
|
+$4.79M
|
+61,758
|
+27%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.1M
|
+$21.3M
|
+273,962
|
+12,144%
|
|
|
13
|
|
$21.4M
|
+$931K
|
+12,000
|
+5%
|
|
|
14
|
Refined Wealth Management
Salt Lake City,
Utah
|
$20.7M
|
+$20.1M
|
+258,968
|
New
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$20.7M
|
-$139K
|
-1,789
|
-0.7%
|
|
|
16
|
|
$19.9M
|
+$19.3M
|
+249,309
|
New
|
|
|
17
|
Platt Investment Counsel
Lake Mary,
Florida
|
$18.3M
|
+$214K
|
+2,759
|
+1%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$15.6M
|
+$1.41M
|
+18,214
|
+10%
|
|
|
19
|
Verde Capital Management
Clarkston,
Michigan
|
$13.7M
|
+$13.3M
|
+171,637
|
New
|
|
|
20
|
SCS Capital Management
Boston,
Massachusetts
|
$12.4M
|
+$1.27M
|
+16,423
|
+12%
|
|
|
21
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$12.3M
|
+$698
|
+9
|
+0%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.2M
|
-$382K
|
-4,929
|
-3%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$780K
|
+10,058
|
+7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$2.61M
|
+33,657
|
+31%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$782K
|
+10,076
|
+8%
|
|
