|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$216M
|
+$212M
|
+4,310,211
|
+6,230%
|
|
|
2
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.14M
|
+$101K
|
+2,049
|
+1%
|
|
|
3
|
SCS Capital Management
Boston,
Massachusetts
|
$6.21M
|
+$3.48M
|
+70,925
|
+129%
|
|
|
4
|
Cambridge Associates
Boston,
Massachusetts
|
$6.09M
|
+$2.49M
|
+50,761
|
+70%
|
|
|
5
|
Flow Traders U.S.
New York
|
$5.04M
|
-$4.32M
|
-87,903
|
-46%
|
|
|
6
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.13M
|
+$4.12M
|
+83,848
|
New
|
|
|
7
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$3.87M
|
+$3.86M
|
+78,542
|
New
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$3.57M
|
+$3.56M
|
+72,439
|
New
|
|
|
9
|
Merriman Wealth Management
Seattle,
Washington
|
$2.65M
|
+$1.48M
|
+30,220
|
+129%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$2.35M
|
–
|
–
|
–
|
|
|
11
|
Retirement Capital Strategies
San Jose,
California
|
$2.3M
|
-$366K
|
-7,459
|
-14%
|
|
|
12
|
Human Investing
Lake Oswego,
Oregon
|
$1.71M
|
+$308K
|
+6,270
|
+22%
|
|
|
13
|
CPWM LLC
Seattle,
Washington
|
$1.61M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
-$73K
|
-1,487
|
-5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$281K
|
+5,711
|
+33%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
-$3.95M
|
-80,390
|
-78%
|
|
|
17
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$947K
|
-$20.2K
|
-412
|
-2%
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$747K
|
+$26.5K
|
+540
|
+4%
|
|
|
19
|
|
$647K
|
+$460K
|
+9,372
|
+249%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$600K
|
+$86.6K
|
+1,763
|
+17%
|
|
|
21
|
Harborview Advisors
Portland,
Maine
|
$523K
|
+$160K
|
+3,255
|
+44%
|
|
|
22
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$523K
|
+$522K
|
+10,620
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$506K
|
–
|
–
|
–
|
|
|
24
|
Caprock Group
Boise,
Idaho
|
$503K
|
–
|
–
|
–
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$493K
|
–
|
–
|
–
|
|
