|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$178M
|
-$109M
|
-1,842,893
|
-39%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$75.8M
|
+$1.87M
|
+31,685
|
+3%
|
|
|
3
|
Leo Wealth LLC
Hurst,
Texas
|
$47.6M
|
+$872K
|
+14,777
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.8M
|
-$483K
|
-8,184
|
-2%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$26.5M
|
+$3.8M
|
+64,415
|
+18%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$24.7M
|
+$9.23M
|
+156,430
|
+64%
|
|
|
7
|
|
$23.9M
|
-$1.11M
|
-18,897
|
-5%
|
|
|
8
|
|
$22.4M
|
+$9.7M
|
+164,513
|
+83%
|
|
|
9
|
Facet Wealth Inc
Baltimore,
Maryland
|
$18.9M
|
+$699K
|
+11,856
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
-$252K
|
-4,266
|
-1%
|
|
|
11
|
Refined Wealth Management
Salt Lake City,
Utah
|
$17.2M
|
+$313K
|
+5,311
|
+2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$17M
|
+$521K
|
+8,830
|
+3%
|
|
|
13
|
|
$16.7M
|
-$71.1K
|
-1,205
|
-0.4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
-$4.69M
|
-79,496
|
-25%
|
|
|
15
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$14.6M
|
+$59.5K
|
+1,009
|
+0.4%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$14.5M
|
+$15.2K
|
+257
|
+0.1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
-$431K
|
-7,300
|
-3%
|
|
|
18
|
Boston Trust Walden
Boston,
Massachusetts
|
$13.1M
|
-$91.4K
|
-1,550
|
-0.7%
|
|
|
19
|
Marquette Associates
Chicago,
Illinois
|
$11.9M
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$385K
|
+6,523
|
+4%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.1M
|
-$16.5K
|
-280
|
-0.2%
|
|
|
22
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$9.47M
|
+$982K
|
+16,645
|
+12%
|
|
|
23
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$8.76M
|
+$334K
|
+5,668
|
+4%
|
|
|
24
|
Crewe Advisors
Salt Lake City,
Utah
|
$8.66M
|
-$16.4M
|
-277,638
|
-66%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.65M
|
-$29.8K
|
-505
|
-0.4%
|
|
