|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$245M
|
+$10.4M
|
+203,212
|
+5%
|
|
|
2
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$12.9M
|
+$3.89M
|
+75,641
|
+46%
|
|
|
3
|
SCS Capital Management
Boston,
Massachusetts
|
$8.26M
|
+$1.47M
|
+28,625
|
+23%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.89M
|
+$6.42M
|
+124,801
|
+545%
|
|
|
5
|
Flow Traders U.S.
New York
|
$6.54M
|
+$1.03M
|
+19,937
|
+19%
|
|
|
6
|
Krilogy Financial
St. Louis,
Missouri
|
$4.86M
|
+$953K
|
+18,528
|
+26%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.73M
|
+$3.93M
|
+76,382
|
+628%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$4.57M
|
-$1.96M
|
-38,149
|
-31%
|
|
|
9
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.47M
|
-$8.12K
|
-158
|
-0.2%
|
|
|
10
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.27M
|
+$67.2K
|
+1,307
|
+2%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$3.81M
|
+$3.13M
|
+60,926
|
+593%
|
|
|
12
|
|
$3.28M
|
+$3.15M
|
+61,340
|
New
|
|
|
13
|
Prostatis Group
Hanover,
Maryland
|
$3.09M
|
+$2.98M
|
+57,874
|
New
|
|
|
14
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.99M
|
+$2.88M
|
+56,005
|
New
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$2.87M
|
–
|
–
|
–
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$2.54M
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.23M
|
+$587K
|
+11,407
|
+38%
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
$2.16M
|
-$321K
|
-6,252
|
-13%
|
|
|
19
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.88M
|
+$1.81M
|
+35,202
|
New
|
|
|
20
|
Human Investing
Lake Oswego,
Oregon
|
$1.87M
|
+$15.4K
|
+299
|
+0.9%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$1.75M
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$13.9K
|
-271
|
-1%
|
|
|
23
|
|
$1.18M
|
+$455K
|
+8,841
|
+67%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.03M
|
+$5.14K
|
+100
|
+0.5%
|
|
|
25
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$864K
|
+$437K
|
+8,508
|
+111%
|
|
