|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$259M
|
+$26.6M
|
+588,535
|
+12%
|
|
|
2
|
Wealthsimple US
Brooklyn,
New York
|
$20.2M
|
+$1.15M
|
+25,414
|
+6%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$17.7M
|
+$16.6M
|
+367,628
|
New
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$16.9M
|
+$2.99M
|
+66,024
|
+23%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
+$9.45M
|
+209,045
|
+374%
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$9.81M
|
+$5M
|
+110,585
|
+118%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.7M
|
+$686K
|
+15,177
|
+8%
|
|
|
8
|
Focus Financial Network
Minneapolis,
Minnesota
|
$8.99M
|
-$116K
|
-2,568
|
-1%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$8.88M
|
+$8.35M
|
+184,677
|
New
|
|
|
10
|
SCS Capital Management
Boston,
Massachusetts
|
$8.8M
|
-$194K
|
-4,292
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.87M
|
-$443K
|
-9,804
|
-6%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.96M
|
+$6.02M
|
+133,125
|
+1,154%
|
|
|
13
|
|
$6.77M
|
+$528K
|
+11,673
|
+9%
|
|
|
14
|
|
$6.28M
|
+$2.81M
|
+62,053
|
+91%
|
|
|
15
|
Cambridge Associates
Boston,
Massachusetts
|
$5.21M
|
-$2.06M
|
-45,626
|
-30%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$4.79M
|
+$4.5M
|
+99,565
|
New
|
|
|
17
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.47M
|
-$6.76M
|
-149,402
|
-62%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.03M
|
+$6.83K
|
+151
|
+0.2%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3.36M
|
+$171K
|
+3,791
|
+6%
|
|
|
20
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.09M
|
-$425K
|
-9,390
|
-13%
|
|
|
21
|
Merriman Wealth Management
Seattle,
Washington
|
$3.04M
|
-$282K
|
-6,231
|
-9%
|
|
|
22
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.78M
|
+$170K
|
+3,758
|
+7%
|
|
|
23
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.65M
|
+$78.2K
|
+1,730
|
+3%
|
|
|
24
|
Human Investing
Lake Oswego,
Oregon
|
$2.55M
|
+$639K
|
+14,134
|
+36%
|
|
|
25
|
Crewe Advisors
Salt Lake City,
Utah
|
$2.35M
|
–
|
–
|
–
|
|
