|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$283M
|
+$20.6M
|
+249,642
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$59.8M
|
+$634K
|
+7,700
|
+1%
|
|
|
3
|
|
$59.2M
|
+$580K
|
+7,044
|
+1%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$59.2M
|
+$29.4M
|
+356,777
|
+93%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$45M
|
+$3.52M
|
+42,692
|
+8%
|
|
|
6
|
Leo Brokerage
Hurst,
Texas
|
$41.5M
|
+$1.15M
|
+13,924
|
+3%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$32.9M
|
+$1.02M
|
+12,374
|
+3%
|
|
|
8
|
Crewe Advisors
Salt Lake City,
Utah
|
$30.4M
|
+$22.9M
|
+277,827
|
+273%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$29.8M
|
-$2.47M
|
-29,943
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.5M
|
+$823K
|
+9,995
|
+3%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.2M
|
+$3.05M
|
+36,979
|
+13%
|
|
|
12
|
|
$21.3M
|
-$60.2K
|
-731
|
-0.3%
|
|
|
13
|
Refined Wealth Management
Salt Lake City,
Utah
|
$21.1M
|
+$390K
|
+4,740
|
+2%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$21M
|
+$335K
|
+4,071
|
+2%
|
|
|
15
|
|
$18.8M
|
-$1.23M
|
-14,894
|
-6%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
-$4.96M
|
-60,234
|
-21%
|
|
|
17
|
Platt Investment Counsel
Lake Mary,
Florida
|
$18.4M
|
+$4.86K
|
+59
|
+0%
|
|
|
18
|
Verde Capital Management
Clarkston,
Michigan
|
$16.2M
|
+$2.53M
|
+30,674
|
+18%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$16.2M
|
+$607K
|
+7,365
|
+4%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$2.97M
|
+36,046
|
+25%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$3.46M
|
+41,995
|
+32%
|
|
|
22
|
SCS Capital Management
Boston,
Massachusetts
|
$13.8M
|
+$1.47M
|
+17,871
|
+12%
|
|
|
23
|
Retirement Capital Strategies
San Jose,
California
|
$13.7M
|
+$11.3M
|
+136,984
|
+401%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$1.61M
|
+19,575
|
+14%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.3M
|
+$63.9K
|
+776
|
+0.5%
|
|
