|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$135M
|
+$8.65M
|
+140,473
|
+7%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$33.2M
|
+$6.1M
|
+98,960
|
+22%
|
|
|
3
|
Wealthsimple US
Brooklyn,
New York
|
$29.3M
|
-$710K
|
-11,522
|
-2%
|
|
|
4
|
Platt Investment Counsel
Lake Mary,
Florida
|
$28.3M
|
+$497K
|
+8,073
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$27.6M
|
+$7.25M
|
+117,642
|
+35%
|
|
|
6
|
Leo Brokerage
Hurst,
Texas
|
$25.9M
|
+$2.58M
|
+41,904
|
+11%
|
|
|
7
|
|
$25M
|
+$6.02M
|
+97,715
|
+32%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
+$2.79M
|
+45,341
|
+14%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.3M
|
+$5.84M
|
+94,858
|
+43%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$17.2M
|
+$636K
|
+10,320
|
+4%
|
|
|
11
|
SCS Capital Management
Boston,
Massachusetts
|
$12.8M
|
+$1.68M
|
+27,345
|
+15%
|
|
|
12
|
Focus Financial Network
Minneapolis,
Minnesota
|
$12.6M
|
+$529K
|
+8,584
|
+4%
|
|
|
13
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$12.3M
|
+$14.8K
|
+240
|
+0.1%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$12.2M
|
+$376K
|
+6,107
|
+3%
|
|
|
15
|
Boston Trust Walden
Boston,
Massachusetts
|
$10.9M
|
+$6.28M
|
+101,995
|
+135%
|
|
|
16
|
Flow Traders U.S.
New York
|
$9.47M
|
+$8.27M
|
+134,204
|
+667%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.24M
|
+$250K
|
+4,050
|
+3%
|
|
|
18
|
Crewe Advisors
Salt Lake City,
Utah
|
$8.86M
|
+$2.45M
|
+39,740
|
+38%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.76M
|
+$45.1K
|
+732
|
+0.7%
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$6.47M
|
+$3.08K
|
+50
|
+0%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.94M
|
+$2.84M
|
+46,053
|
+91%
|
|
|
22
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$5.79M
|
+$16.9K
|
+275
|
+0.3%
|
|
|
23
|
Cambridge Associates
Boston,
Massachusetts
|
$5.79M
|
+$801K
|
+13,006
|
+16%
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.09M
|
-$361K
|
-5,853
|
-7%
|
|
|
25
|
People's United Financial
Bridgeport,
Connecticut
|
$4.59M
|
+$1.37M
|
+22,259
|
+42%
|
|
