|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$133M
|
+$1.93M
|
+36,618
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$51.4M
|
+$10.1M
|
+192,194
|
+22%
|
|
|
3
|
|
$35.3M
|
+$3.62M
|
+68,581
|
+11%
|
|
|
4
|
Leo Brokerage
Hurst,
Texas
|
$28.2M
|
+$898K
|
+17,022
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$27M
|
+$3.5M
|
+66,288
|
+14%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$25M
|
+$810K
|
+15,348
|
+3%
|
|
|
7
|
Crewe Advisors
Salt Lake City,
Utah
|
$22.9M
|
-$5.47M
|
-103,658
|
-18%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
-$256K
|
-4,847
|
-1%
|
|
|
9
|
|
$17.8M
|
+$2.2M
|
+41,732
|
+13%
|
|
|
10
|
Platt Investment Counsel
Lake Mary,
Florida
|
$15.9M
|
-$6.87M
|
-130,176
|
-29%
|
|
|
11
|
SCS Capital Management
Boston,
Massachusetts
|
$14.8M
|
-$447K
|
-8,475
|
-3%
|
|
|
12
|
Focus Financial Network
Minneapolis,
Minnesota
|
$13.8M
|
+$860K
|
+16,299
|
+6%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.6M
|
+$13.5M
|
+256,175
|
+1,249%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$13.1M
|
+$383K
|
+7,268
|
+3%
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$12.8M
|
+$16.3K
|
+309
|
+0.1%
|
|
|
16
|
Flow Traders U.S.
New York
|
$11.2M
|
-$3.25M
|
-61,583
|
-21%
|
|
|
17
|
Refined Wealth Management
Salt Lake City,
Utah
|
$10.7M
|
+$1.07M
|
+20,338
|
+10%
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$10.6M
|
+$8.02M
|
+151,999
|
+235%
|
|
|
19
|
|
$10.2M
|
-$724K
|
-13,718
|
-6%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$9.74M
|
+$8.28M
|
+156,900
|
+375%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.52M
|
+$1.06M
|
+20,050
|
+12%
|
|
|
22
|
|
$9.16M
|
+$5.23M
|
+99,244
|
+113%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.46M
|
+$759K
|
+14,382
|
+9%
|
|
|
24
|
Boston Trust Walden
Boston,
Massachusetts
|
$8.42M
|
-$1.49M
|
-28,315
|
-14%
|
|
|
25
|
Facet Wealth Inc
Baltimore,
Maryland
|
$6.91M
|
+$1.33M
|
+25,282
|
+22%
|
|
