|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$197M
|
+$10.1M
|
+205,618
|
+4%
|
|
|
2
|
Wealthsimple US
Brooklyn,
New York
|
$16.3M
|
+$19.5M
|
+395,554
|
New
|
|
|
3
|
Flow Traders U.S.
New York
|
$13.2M
|
+$9.79M
|
+198,831
|
+163%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
+$10.5M
|
+213,461
|
+300%
|
|
|
5
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$9.97M
|
+$74.1K
|
+1,505
|
+0.6%
|
|
|
6
|
Focus Financial Network
Minneapolis,
Minnesota
|
$7.8M
|
+$9.34M
|
+189,557
|
New
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$7.71M
|
+$1.61M
|
+32,765
|
+21%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.67M
|
+$1.91M
|
+38,807
|
+26%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.14M
|
+$4.18M
|
+84,889
|
+96%
|
|
|
10
|
Cambridge Associates
Boston,
Massachusetts
|
$6.33M
|
+$3.37M
|
+68,511
|
+80%
|
|
|
11
|
|
$5.31M
|
+$5.28M
|
+107,126
|
+488%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$3.84M
|
+$666K
|
+13,515
|
+17%
|
|
|
13
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.44M
|
–
|
–
|
–
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$3.37M
|
-$447K
|
-9,073
|
-10%
|
|
|
15
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.03M
|
+$870K
|
+17,668
|
+32%
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$2.86M
|
+$775K
|
+15,730
|
+29%
|
|
|
17
|
|
$2.82M
|
+$352K
|
+7,146
|
+12%
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.72M
|
+$2.46M
|
+49,996
|
+310%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
+$694K
|
+14,096
|
+34%
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.22M
|
+$2.66M
|
+53,984
|
New
|
|
|
21
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.11M
|
+$2.52M
|
+51,185
|
New
|
|
|
22
|
Crewe Advisors
Salt Lake City,
Utah
|
$2.01M
|
+$668K
|
+13,570
|
+39%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$1.96M
|
–
|
–
|
–
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.81M
|
+$2.16M
|
+43,900
|
New
|
|
|
25
|
Retirement Capital Strategies
San Jose,
California
|
$1.64M
|
-$24.9K
|
-505
|
-1%
|
|
