|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$237M
|
+$4.85M
|
+78,593
|
+2%
|
|
|
2
|
|
$98.6M
|
+$68M
|
+1,102,882
|
+274%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$86.3M
|
+$269K
|
+4,367
|
+0.3%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$53.5M
|
+$12.3M
|
+198,676
|
+32%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.4M
|
+$1.61M
|
+26,076
|
+5%
|
|
|
6
|
SCS Capital Management
Boston,
Massachusetts
|
$29.9M
|
+$1.73M
|
+28,105
|
+7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$24M
|
+$1.52M
|
+24,691
|
+7%
|
|
|
8
|
Angeles Investment Advisors
Santa Monica,
California
|
$19.8M
|
+$4.58M
|
+74,330
|
+33%
|
|
|
9
|
Facet Wealth Inc
Baltimore,
Maryland
|
$19.5M
|
+$469K
|
+7,599
|
+3%
|
|
|
10
|
Sellwood Investment Partners
Portland,
Oregon
|
$17.8M
|
+$81.2K
|
+1,317
|
+0.5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
-$1.07M
|
-17,395
|
-6%
|
|
|
12
|
Boston Trust Walden
Boston,
Massachusetts
|
$17.2M
|
+$1.62M
|
+26,267
|
+11%
|
|
|
13
|
|
$17.1M
|
-$1.07M
|
-17,310
|
-6%
|
|
|
14
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$17.1M
|
+$2.71M
|
+43,978
|
+20%
|
|
|
15
|
Refined Wealth Management
Salt Lake City,
Utah
|
$15.9M
|
+$109K
|
+1,772
|
+0.7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
-$1.12M
|
-18,093
|
-7%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$15.3M
|
+$198K
|
+3,203
|
+1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$14M
|
-$112K
|
-1,813
|
-0.8%
|
|
|
19
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$12.5M
|
+$155K
|
+2,512
|
+1%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$12M
|
-$314K
|
-5,096
|
-3%
|
|
|
21
|
Flow Traders U.S.
New York
|
$11M
|
-$5.03M
|
-81,638
|
-33%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.9M
|
-$25.6K
|
-415
|
-0.2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$41.8K
|
+678
|
+0.4%
|
|
|
24
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$10.4M
|
-$241K
|
-3,901
|
-2%
|
|
|
25
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$10.1M
|
+$6.16M
|
+99,907
|
+186%
|
|
