|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$265M
|
+$13.1M
|
+194,603
|
+5%
|
|
|
2
|
|
$112M
|
+$7.49M
|
+111,502
|
+7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$89.7M
|
-$1.61M
|
-23,972
|
-2%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$42.9M
|
-$13.3M
|
-198,298
|
-24%
|
|
|
5
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$39.8M
|
+$38.5M
|
+573,800
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.3M
|
+$740K
|
+11,018
|
+2%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$34.3M
|
+$33.2M
|
+494,475
|
New
|
|
|
8
|
SCS Capital Management
Boston,
Massachusetts
|
$31.7M
|
+$29.7K
|
+442
|
+0.1%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$26.3M
|
+$913K
|
+13,595
|
+4%
|
|
|
10
|
Facet Wealth Inc
Baltimore,
Maryland
|
$21.2M
|
+$316K
|
+4,704
|
+2%
|
|
|
11
|
Boston Trust Walden
Boston,
Massachusetts
|
$21.1M
|
+$2.77M
|
+41,307
|
+16%
|
|
|
12
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$20.1M
|
+$1.98M
|
+29,430
|
+11%
|
|
|
13
|
Sellwood Investment Partners
Portland,
Oregon
|
$19.1M
|
+$267K
|
+3,970
|
+1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
-$650K
|
-9,682
|
-4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
+$2.72M
|
+40,566
|
+19%
|
|
|
16
|
Refined Wealth Management
Salt Lake City,
Utah
|
$16.7M
|
-$176K
|
-2,614
|
-1%
|
|
|
17
|
|
$16.6M
|
-$1.51M
|
-22,413
|
-9%
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$16.3M
|
+$51K
|
+760
|
+0.3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
-$764K
|
-11,376
|
-5%
|
|
|
20
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$12.5M
|
-$4.97K
|
-74
|
-0%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$12.4M
|
-$221K
|
-3,297
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
+$1.13M
|
+16,752
|
+10%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
+$14.9K
|
+222
|
+0.1%
|
|
|
24
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$10.7M
|
+$407K
|
+6,065
|
+4%
|
|
|
25
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$10.7M
|
+$77K
|
+1,146
|
+0.7%
|
|
