|
1
|
|
$8.57M
|
+$8.4M
|
+175,496
|
New
|
|
|
2
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$7.84M
|
+$7.63M
|
+159,455
|
+13,559%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.26M
|
+$745K
|
+15,568
|
+30%
|
|
|
4
|
Retirement Capital Strategies
San Jose,
California
|
$2.61M
|
+$431K
|
+9,001
|
+20%
|
|
|
5
|
CPWM LLC
Seattle,
Washington
|
$1.59M
|
–
|
–
|
–
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.58M
|
-$549K
|
-11,462
|
-26%
|
|
|
7
|
Human Investing
Lake Oswego,
Oregon
|
$1.33M
|
+$253K
|
+5,293
|
+24%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$986K
|
+$517K
|
+10,802
|
+115%
|
|
|
10
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$718K
|
+$693K
|
+14,476
|
New
|
|
|
11
|
Gould Asset Management
Claremont,
California
|
$709K
|
-$3.11K
|
-65
|
-0.4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$546K
|
+$478K
|
+9,984
|
+829%
|
|
|
13
|
Caprock Group
Boise,
Idaho
|
$499K
|
–
|
–
|
–
|
|
|
14
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$488K
|
–
|
–
|
–
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$488K
|
–
|
–
|
–
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$469K
|
+$38.3K
|
+800
|
+9%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$407K
|
+$399K
|
+8,335
|
New
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$367K
|
+$360K
|
+7,525
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$264K
|
+$259K
|
+5,405
|
New
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$259K
|
+$254K
|
+5,307
|
New
|
|
|
22
|
Equitable Trust
Nashville,
Tennessee
|
$250K
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$225K
|
+$48
|
+1
|
+0%
|
|
|
24
|
Harborview Advisors
Portland,
Maine
|
$206K
|
+$202K
|
+4,216
|
New
|
|
|
25
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$115K
|
+$113K
|
+2,352
|
New
|
|
