|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$455M
|
+$32.3M
|
+625,485
|
+8%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$66.2M
|
+$1.08M
|
+20,837
|
+2%
|
|
|
3
|
|
$59.5M
|
+$28.6M
|
+553,777
|
+106%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$41.5M
|
+$38.4M
|
+743,185
|
New
|
|
|
5
|
Crewe Advisors
Salt Lake City,
Utah
|
$25.6M
|
-$1.57M
|
-30,344
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.2M
|
+$87K
|
+1,684
|
+0.4%
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$19.8M
|
+$1.52M
|
+29,358
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
-$1.57M
|
-30,296
|
-9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$1.97M
|
-38,152
|
-11%
|
|
|
10
|
Refined Wealth Management
Salt Lake City,
Utah
|
$15.1M
|
+$512K
|
+9,918
|
+4%
|
|
|
11
|
Facet Wealth Inc
Baltimore,
Maryland
|
$15.1M
|
+$1.55M
|
+29,918
|
+12%
|
|
|
12
|
|
$14.5M
|
+$11.3M
|
+218,497
|
+490%
|
|
|
13
|
Platt Investment Counsel
Lake Mary,
Florida
|
$13.4M
|
+$90.8K
|
+1,757
|
+0.7%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$13.3M
|
+$22.6K
|
+438
|
+0.2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.6M
|
+$1.58M
|
+30,555
|
+15%
|
|
|
16
|
Boston Trust Walden
Boston,
Massachusetts
|
$11.2M
|
+$2.1M
|
+40,645
|
+25%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$10.7M
|
+$307K
|
+5,950
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
-$1.23M
|
-23,780
|
-11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.65M
|
-$176K
|
-3,403
|
-2%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.89M
|
-$30.8K
|
-596
|
-0.4%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.14M
|
+$74K
|
+1,432
|
+1%
|
|
|
22
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.7M
|
-$445K
|
-8,611
|
-6%
|
|
|
23
|
Angeles Investment Advisors
Santa Monica,
California
|
$7.56M
|
-$1.99M
|
-38,508
|
-22%
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$7.48M
|
+$1.04M
|
+20,079
|
+17%
|
|
|
25
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$7.21M
|
+$114K
|
+2,215
|
+2%
|
|
