|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$286M
|
+$8.47M
|
+164,634
|
+3%
|
|
|
2
|
Wealthsimple US
Brooklyn,
New York
|
$24M
|
+$2.23M
|
+43,355
|
+10%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$18.5M
|
+$403K
|
+7,833
|
+2%
|
|
|
4
|
Leo Brokerage
Hurst,
Texas
|
$15.5M
|
+$16.5M
|
+321,540
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
+$1.76M
|
+34,283
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$5.19M
|
+100,902
|
+62%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$500K
|
+9,721
|
+5%
|
|
|
8
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$10.3M
|
-$266K
|
-5,180
|
-3%
|
|
|
9
|
Focus Financial Network
Minneapolis,
Minnesota
|
$10.1M
|
+$478K
|
+9,295
|
+5%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$9.83M
|
+$302K
|
+5,878
|
+3%
|
|
|
11
|
SCS Capital Management
Boston,
Massachusetts
|
$9.56M
|
+$116K
|
+2,256
|
+1%
|
|
|
12
|
|
$8.9M
|
+$1.64M
|
+31,810
|
+23%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.46M
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$6.05M
|
+$914K
|
+17,781
|
+18%
|
|
|
15
|
Cambridge Associates
Boston,
Massachusetts
|
$5.65M
|
–
|
–
|
–
|
|
|
16
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.64M
|
+$2.03M
|
+39,395
|
+56%
|
|
|
17
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.82M
|
+$26.4K
|
+513
|
+0.6%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.58M
|
+$252K
|
+4,897
|
+6%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$4.24M
|
+$977K
|
+19,000
|
+30%
|
|
|
20
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.44M
|
+$923K
|
+17,954
|
+37%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.98M
|
–
|
–
|
–
|
|
|
22
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.72M
|
-$14.6K
|
-283
|
-0.5%
|
|
|
23
|
Flow Traders U.S.
New York
|
$2.71M
|
+$2.7M
|
+52,578
|
New
|
|
|
24
|
Human Investing
Lake Oswego,
Oregon
|
$2.63M
|
-$114K
|
-2,208
|
-4%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$2.42M
|
-$30.4K
|
-592
|
-1%
|
|
