|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$271M
|
+$28.6M
|
+500,648
|
+12%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$68.8M
|
+$2.7M
|
+47,284
|
+4%
|
|
|
3
|
Leo Wealth LLC
Hurst,
Texas
|
$43.5M
|
-$1.83M
|
-32,031
|
-4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.3M
|
+$1.84M
|
+32,130
|
+7%
|
|
|
5
|
Crewe Advisors
Salt Lake City,
Utah
|
$24M
|
-$1.64M
|
-28,754
|
-6%
|
|
|
6
|
|
$23.3M
|
-$5.13M
|
-89,717
|
-18%
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$21M
|
+$978K
|
+17,107
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$25.4K
|
-445
|
-0.1%
|
|
|
9
|
Facet Wealth Inc
Baltimore,
Maryland
|
$17.8M
|
+$1.52M
|
+26,659
|
+9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
+$45.8K
|
+802
|
+0.3%
|
|
|
11
|
Refined Wealth Management
Salt Lake City,
Utah
|
$15.7M
|
+$288K
|
+5,041
|
+2%
|
|
|
12
|
|
$15.6M
|
+$981K
|
+17,168
|
+7%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
+$1.23M
|
+21,475
|
+9%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$14M
|
+$5.66M
|
+98,960
|
+68%
|
|
|
15
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$13.5M
|
+$515K
|
+9,006
|
+4%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$13.5M
|
-$164K
|
-2,862
|
-1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$12.6M
|
+$1.67M
|
+29,167
|
+15%
|
|
|
18
|
Boston Trust Walden
Boston,
Massachusetts
|
$12.3M
|
-$349K
|
-6,109
|
-3%
|
|
|
19
|
|
$11.4M
|
+$8.21M
|
+143,621
|
+260%
|
|
|
20
|
Marquette Associates
Chicago,
Illinois
|
$11.1M
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
$9.72M
|
+$9.7M
|
+169,709
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.51M
|
-$423K
|
-7,397
|
-4%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.4M
|
+$68K
|
+1,190
|
+0.7%
|
|
|
24
|
|
$8.24M
|
+$421K
|
+7,370
|
+5%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.08M
|
-$354K
|
-6,197
|
-4%
|
|
