|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$209M
|
+$12.9M
|
+217,702
|
+7%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$77.4M
|
+$2.76M
|
+46,695
|
+4%
|
|
|
3
|
Leo Wealth LLC
Hurst,
Texas
|
$36.4M
|
-$7.78M
|
-131,526
|
-18%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.2M
|
+$595K
|
+10,056
|
+2%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$25.3M
|
-$398K
|
-6,736
|
-2%
|
|
|
6
|
|
$23.8M
|
+$67.9K
|
+1,148
|
+0.3%
|
|
|
7
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$23.5M
|
+$3.58M
|
+60,510
|
+18%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$20.1M
|
+$1.37M
|
+23,123
|
+7%
|
|
|
9
|
Facet Wealth Inc
Baltimore,
Maryland
|
$18.3M
|
-$3.62M
|
-61,287
|
-17%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
-$953K
|
-16,120
|
-5%
|
|
|
11
|
|
$16.4M
|
+$282K
|
+4,765
|
+2%
|
|
|
12
|
Sellwood Investment Partners
Portland,
Oregon
|
$15.9M
|
+$712K
|
+12,045
|
+5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$605K
|
+10,231
|
+4%
|
|
|
14
|
Flow Traders U.S.
New York
|
$14.7M
|
+$7.37M
|
+124,715
|
+100%
|
|
|
15
|
Refined Wealth Management
Salt Lake City,
Utah
|
$14.3M
|
-$2.07M
|
-34,991
|
-13%
|
|
|
16
|
Boston Trust Walden
Boston,
Massachusetts
|
$13.9M
|
+$1.11M
|
+18,767
|
+9%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$13.6M
|
-$269K
|
-4,545
|
-2%
|
|
|
18
|
Angeles Investment Advisors
Santa Monica,
California
|
$13.5M
|
+$7.54M
|
+127,580
|
+127%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
-$1.25M
|
-21,092
|
-9%
|
|
|
20
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$12.8M
|
+$6.38K
|
+108
|
+0%
|
|
|
21
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$11.1M
|
+$297K
|
+5,028
|
+3%
|
|
|
22
|
Spinnaker Trust
Portland,
Maine
|
$11.1M
|
-$2.98M
|
-50,469
|
-21%
|
|
|
23
|
|
$9.85M
|
+$6.47M
|
+109,359
|
+190%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.84M
|
+$99.5K
|
+1,683
|
+1%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$9.57M
|
+$2.51M
|
+42,488
|
+35%
|
|
