|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$148M
|
+$12.7M
|
+199,617
|
+9%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$41.7M
|
+$22.7M
|
+355,700
|
+111%
|
|
|
3
|
|
$31.8M
|
+$4.21M
|
+66,062
|
+15%
|
|
|
4
|
Leo Brokerage
Hurst,
Texas
|
$29.3M
|
+$952K
|
+14,933
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
-$54.3K
|
-851
|
-0.2%
|
|
|
6
|
Platt Investment Counsel
Lake Mary,
Florida
|
$28.6M
|
+$392K
|
+6,139
|
+1%
|
|
|
7
|
Crewe Advisors
Salt Lake City,
Utah
|
$27.8M
|
+$21.3M
|
+334,372
|
+290%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
+$2.16M
|
+33,906
|
+8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.2M
|
+$3.63M
|
+56,851
|
+17%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$22.3M
|
+$2.31M
|
+36,157
|
+11%
|
|
|
11
|
|
$17.7M
|
+$7.51M
|
+117,725
|
+70%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$16.4M
|
+$1.73M
|
+27,135
|
+11%
|
|
|
13
|
SCS Capital Management
Boston,
Massachusetts
|
$16.2M
|
+$1.86M
|
+29,218
|
+13%
|
|
|
14
|
|
$15.9M
|
-$3.55M
|
-55,701
|
-18%
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$13.2M
|
+$254K
|
+3,985
|
+2%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$12M
|
+$12.4M
|
+194,869
|
New
|
|
|
17
|
Boston Trust Walden
Boston,
Massachusetts
|
$11.8M
|
+$236K
|
+3,700
|
+2%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.87M
|
+$65.6K
|
+1,028
|
+0.6%
|
|
|
19
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.61M
|
+$722K
|
+11,318
|
+12%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.53M
|
+$281K
|
+4,401
|
+4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.27M
|
+$1.47M
|
+23,041
|
+29%
|
|
|
22
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$5.89M
|
+$23.6K
|
+370
|
+0.4%
|
|
|
23
|
Cambridge Associates
Boston,
Massachusetts
|
$5.59M
|
+$302K
|
+4,735
|
+6%
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.52M
|
+$413K
|
+6,477
|
+8%
|
|
|
25
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$5.29M
|
+$3.69M
|
+57,801
|
+208%
|
|
