|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$114M
|
-$4.4M
|
-90,396
|
-3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$36.5M
|
-$10.1M
|
-207,769
|
-20%
|
|
|
3
|
|
$30.5M
|
-$855K
|
-17,578
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$25.4M
|
+$1.61M
|
+32,996
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
+$697K
|
+14,321
|
+3%
|
|
|
6
|
Crewe Advisors
Salt Lake City,
Utah
|
$20.3M
|
+$35.5K
|
+730
|
+0.2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
-$68.1K
|
-1,400
|
-0.3%
|
|
|
8
|
|
$15M
|
-$827K
|
-17,000
|
-5%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$14.3M
|
+$1.28M
|
+26,344
|
+9%
|
|
|
10
|
Focus Financial Network
Minneapolis,
Minnesota
|
$13.8M
|
+$1.69M
|
+34,661
|
+12%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$11.8M
|
+$218K
|
+4,480
|
+2%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$11.3M
|
-$33.3K
|
-685
|
-0.3%
|
|
|
13
|
Refined Wealth Management
Salt Lake City,
Utah
|
$10.3M
|
+$885K
|
+18,190
|
+8%
|
|
|
14
|
|
$10.2M
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$9.71M
|
+$1.43M
|
+29,390
|
+15%
|
|
|
16
|
Platt Investment Counsel
Lake Mary,
Florida
|
$8.67M
|
-$6.06M
|
-124,617
|
-38%
|
|
|
17
|
Facet Wealth Inc
Baltimore,
Maryland
|
$8.35M
|
+$1.9M
|
+38,988
|
+28%
|
|
|
18
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$8.32M
|
+$2.84M
|
+58,292
|
+44%
|
|
|
19
|
Boston Trust Walden
Boston,
Massachusetts
|
$7.27M
|
-$209K
|
-4,301
|
-3%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.06M
|
-$492K
|
-10,101
|
-6%
|
|
|
21
|
|
$5.99M
|
-$2.38M
|
-48,817
|
-26%
|
|
|
22
|
Flow Traders U.S.
New York
|
$5.87M
|
-$4.54M
|
-93,195
|
-41%
|
|
|
23
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.8M
|
+$124K
|
+2,551
|
+2%
|
|
|
24
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.63M
|
-$4.25M
|
-87,274
|
-40%
|
|
|
25
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.04M
|
+$950K
|
+19,514
|
+20%
|
|
