|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$189M
|
+$25.8M
|
+437,345
|
+15%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$71.8M
|
+$1.93M
|
+32,750
|
+3%
|
|
|
3
|
Dundas Partners
Edinburgh,
United Kingdom
|
$61.3M
|
+$63.9M
|
+1,081,151
|
New
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$42.5M
|
-$1.51M
|
-25,550
|
-3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.4M
|
+$3.01M
|
+51,009
|
+11%
|
|
|
6
|
SCS Capital Management
Boston,
Massachusetts
|
$24.7M
|
+$231K
|
+3,913
|
+0.9%
|
|
|
7
|
|
$22.8M
|
+$799K
|
+13,531
|
+3%
|
|
|
8
|
Facet Wealth Inc
Baltimore,
Maryland
|
$20.9M
|
+$2.07M
|
+35,065
|
+11%
|
|
|
9
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$19.2M
|
-$3.7M
|
-62,709
|
-16%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$18M
|
+$18.8M
|
+318,019
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$550K
|
+9,319
|
+3%
|
|
|
12
|
Refined Wealth Management
Salt Lake City,
Utah
|
$15.7M
|
-$136K
|
-2,300
|
-0.8%
|
|
|
13
|
|
$15.5M
|
+$149K
|
+2,524
|
+0.9%
|
|
|
14
|
Sellwood Investment Partners
Portland,
Oregon
|
$14.6M
|
+$15.3M
|
+258,180
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$267K
|
+4,526
|
+2%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$13.5M
|
+$128K
|
+2,173
|
+0.9%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
+$1.45M
|
+24,512
|
+11%
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$13.4M
|
-$94.9K
|
-1,606
|
-0.7%
|
|
|
19
|
Boston Trust Walden
Boston,
Massachusetts
|
$12.3M
|
+$247K
|
+4,179
|
+2%
|
|
|
20
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$12.3M
|
+$12.8M
|
+216,414
|
New
|
|
|
21
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$10.4M
|
+$1.7M
|
+28,828
|
+19%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.56M
|
-$234K
|
-3,966
|
-2%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.37M
|
+$82.3K
|
+1,393
|
+0.9%
|
|
|
24
|
Joel Adams & Associates
Asheville,
North Carolina
|
$9.04M
|
+$9.41M
|
+159,361
|
New
|
|
|
25
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$8.16M
|
+$92.2K
|
+1,560
|
+1%
|
|
