|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$122M
|
-$193M
|
-3,486,433
|
-63%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$74.2M
|
+$68.4M
|
+1,233,865
|
+6,938%
|
|
|
3
|
Wealthsimple US
Brooklyn,
New York
|
$29M
|
+$1.37M
|
+24,745
|
+5%
|
|
|
4
|
Platt Investment Counsel
Lake Mary,
Florida
|
$26.9M
|
+$25.1M
|
+453,139
|
New
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$26.2M
|
+$4.6M
|
+83,063
|
+23%
|
|
|
6
|
Leo Brokerage
Hurst,
Texas
|
$22.5M
|
+$3.26M
|
+58,787
|
+18%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$1.85M
|
+33,441
|
+11%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
+$3.74M
|
+67,584
|
+26%
|
|
|
9
|
|
$18.3M
|
+$7.59M
|
+136,954
|
+79%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$16M
|
+$15M
|
+270,085
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
+$474K
|
+8,554
|
+4%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$11.9M
|
+$98.4K
|
+1,776
|
+0.9%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$11.7M
|
+$60.8K
|
+1,097
|
+0.6%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$11.5M
|
+$159K
|
+2,872
|
+2%
|
|
|
15
|
SCS Capital Management
Boston,
Massachusetts
|
$10.8M
|
-$183K
|
-3,308
|
-2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.69M
|
+$105K
|
+1,899
|
+1%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.49M
|
+$6.04K
|
+109
|
+0.1%
|
|
|
18
|
Merriman Wealth Management
Seattle,
Washington
|
$6.25M
|
+$1.29M
|
+23,210
|
+28%
|
|
|
19
|
Crewe Advisors
Salt Lake City,
Utah
|
$6.2M
|
+$2.1M
|
+37,867
|
+57%
|
|
|
20
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$5.57M
|
+$29.8K
|
+538
|
+0.6%
|
|
|
21
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.26M
|
–
|
–
|
–
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$4.82M
|
-$1.49M
|
-26,978
|
-25%
|
|
|
23
|
Boston Trust Walden
Boston,
Massachusetts
|
$4.47M
|
+$4.18M
|
+75,471
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$4.17M
|
-$2.6M
|
-47,001
|
-40%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.47M
|
+$43.1K
|
+777
|
+1%
|
|
