|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$126M
|
-$3.61M
|
-75,949
|
-3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$48.7M
|
+$7.13M
|
+150,137
|
+18%
|
|
|
3
|
|
$35.2M
|
+$656K
|
+13,803
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
-$3.86M
|
-81,217
|
-14%
|
|
|
5
|
Crewe Advisors
Salt Lake City,
Utah
|
$23.2M
|
+$205K
|
+4,318
|
+0.9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$1.23M
|
+25,939
|
+6%
|
|
|
7
|
|
$18.2M
|
+$1.15M
|
+24,166
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$9.05M
|
-190,532
|
-36%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$15.2M
|
-$949K
|
-19,977
|
-6%
|
|
|
10
|
Focus Financial Network
Minneapolis,
Minnesota
|
$14.7M
|
-$869K
|
-18,280
|
-6%
|
|
|
11
|
Refined Wealth Management
Salt Lake City,
Utah
|
$12.1M
|
+$472K
|
+9,941
|
+4%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$12M
|
-$1.29M
|
-27,149
|
-10%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
+$826K
|
+17,385
|
+8%
|
|
|
14
|
Platt Investment Counsel
Lake Mary,
Florida
|
$9.96M
|
+$137K
|
+2,880
|
+1%
|
|
|
15
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$9.46M
|
+$39.9K
|
+839
|
+0.4%
|
|
|
16
|
|
$9.39M
|
-$804K
|
-16,909
|
-8%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$9.23M
|
+$8.92M
|
+187,605
|
New
|
|
|
18
|
|
$9.09M
|
+$5.41M
|
+113,888
|
+230%
|
|
|
19
|
Angeles Investment Advisors
Santa Monica,
California
|
$8.34M
|
+$5.76M
|
+121,250
|
+252%
|
|
|
20
|
Facet Wealth Inc
Baltimore,
Maryland
|
$8.27M
|
-$1.08M
|
-22,784
|
-13%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.95M
|
-$44.3K
|
-932
|
-0.6%
|
|
|
22
|
Flow Traders U.S.
New York
|
$7.84M
|
+$1.15M
|
+24,264
|
+18%
|
|
|
23
|
Boston Trust Walden
Boston,
Massachusetts
|
$7.67M
|
-$545K
|
-11,475
|
-7%
|
|
|
24
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$7.27M
|
+$1.66M
|
+34,861
|
+31%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.18M
|
+$3.3M
|
+69,420
|
+91%
|
|
