|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$153M
|
+$4.53M
|
+77,223
|
+3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$49M
|
+$3.15M
|
+53,663
|
+7%
|
|
|
3
|
|
$37.3M
|
+$3.73M
|
+63,462
|
+11%
|
|
|
4
|
Crewe Advisors
Salt Lake City,
Utah
|
$32.6M
|
+$83.3K
|
+1,419
|
+0.2%
|
|
|
5
|
Leo Brokerage
Hurst,
Texas
|
$32M
|
+$32.8M
|
+558,751
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$28.2M
|
+$2.08M
|
+35,418
|
+8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
-$641K
|
-10,922
|
-2%
|
|
|
8
|
Platt Investment Counsel
Lake Mary,
Florida
|
$26M
|
-$1.1M
|
-18,787
|
-4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
-$364K
|
-6,202
|
-1%
|
|
|
10
|
|
$18.4M
|
-$1.54M
|
-26,272
|
-8%
|
|
|
11
|
SCS Capital Management
Boston,
Massachusetts
|
$17.8M
|
+$1.04M
|
+17,773
|
+6%
|
|
|
12
|
Flow Traders U.S.
New York
|
$16.6M
|
-$9.7M
|
-165,286
|
-36%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$15.2M
|
+$15.6M
|
+265,589
|
New
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$14.9M
|
+$1.9M
|
+32,293
|
+14%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$14.9M
|
-$153K
|
-2,610
|
-1%
|
|
|
16
|
|
$12.7M
|
-$1.41M
|
-24,091
|
-10%
|
|
|
17
|
Boston Trust Walden
Boston,
Massachusetts
|
$11.4M
|
+$257K
|
+4,380
|
+2%
|
|
|
18
|
Refined Wealth Management
Salt Lake City,
Utah
|
$11.3M
|
+$7.07M
|
+120,499
|
+156%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$11M
|
-$7.22M
|
-123,056
|
-39%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$9.95M
|
+$1.91M
|
+32,590
|
+23%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.05M
|
-$224K
|
-3,821
|
-2%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$8.31M
|
+$8.09M
|
+137,744
|
+1,823%
|
|
|
23
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$7.33M
|
+$769K
|
+13,091
|
+11%
|
|
|
24
|
Facet Wealth Inc
Baltimore,
Maryland
|
$6.62M
|
+$2.2M
|
+37,498
|
+48%
|
|
|
25
|
Northland Capital Management
Virginia,
Minnesota
|
$6.38M
|
+$321K
|
+5,462
|
+5%
|
|
