|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$141M
|
+$426K
|
+6,666
|
+0.3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$1.08M
|
+16,881
|
+4%
|
|
|
3
|
Leo Brokerage
Hurst,
Texas
|
$29.5M
|
+$2.38M
|
+37,277
|
+9%
|
|
|
4
|
Platt Investment Counsel
Lake Mary,
Florida
|
$29.4M
|
-$224K
|
-3,504
|
-0.8%
|
|
|
5
|
|
$28.8M
|
+$2.69M
|
+42,094
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$26.1M
|
+$1.87M
|
+29,235
|
+8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.5M
|
+$1.26M
|
+19,728
|
+6%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$20.8M
|
+$2.81M
|
+44,030
|
+16%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$20.5M
|
-$14.1M
|
-221,111
|
-41%
|
|
|
10
|
|
$20.1M
|
+$20M
|
+313,571
|
New
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$15.3M
|
+$2.45M
|
+38,320
|
+19%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$15M
|
+$1.56M
|
+24,365
|
+12%
|
|
|
13
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$13.4M
|
+$529K
|
+8,286
|
+4%
|
|
|
14
|
Boston Trust Walden
Boston,
Massachusetts
|
$12M
|
+$601K
|
+9,414
|
+5%
|
|
|
15
|
|
$10.8M
|
+$8.53M
|
+133,639
|
+377%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.2M
|
+$529K
|
+8,289
|
+6%
|
|
|
17
|
Crewe Advisors
Salt Lake City,
Utah
|
$7.4M
|
-$1.85M
|
-28,933
|
-20%
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$7.21M
|
+$143K
|
+2,234
|
+2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.51M
|
+$295K
|
+4,622
|
+5%
|
|
|
20
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.14M
|
+$1.61M
|
+25,165
|
+36%
|
|
|
21
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$6.09M
|
+$46.1K
|
+722
|
+0.8%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$5.5M
|
-$547K
|
-8,562
|
-9%
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.32M
|
–
|
–
|
–
|
|
|
24
|
Northeast Investment Management
Boston,
Massachusetts
|
$5.19M
|
+$1.41M
|
+22,126
|
+38%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$5.04M
|
+$678K
|
+10,616
|
+16%
|
|
