|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$284M
|
+$10.4M
|
+147,588
|
+4%
|
|
|
2
|
|
$116M
|
+$148K
|
+2,095
|
+0.1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$100M
|
+$7.52M
|
+106,602
|
+8%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$60.3M
|
+$15.8M
|
+223,277
|
+36%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.8M
|
+$1.2M
|
+17,049
|
+3%
|
|
|
6
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$41.1M
|
-$35.3K
|
-500
|
-0.1%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$35.8M
|
+$415K
|
+5,888
|
+1%
|
|
|
8
|
SCS Capital Management
Boston,
Massachusetts
|
$31.9M
|
-$861K
|
-12,198
|
-3%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$31.5M
|
+$4.25M
|
+60,303
|
+16%
|
|
|
10
|
Boston Trust Walden
Boston,
Massachusetts
|
$24.7M
|
+$2.92M
|
+41,455
|
+14%
|
|
|
11
|
Facet Wealth Inc
Baltimore,
Maryland
|
$24.5M
|
+$868K
|
+12,308
|
+4%
|
|
|
12
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$20M
|
-$722K
|
-10,230
|
-4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$19.4M
|
+$1.09M
|
+15,417
|
+6%
|
|
|
14
|
Sellwood Investment Partners
Portland,
Oregon
|
$19.2M
|
-$488K
|
-6,915
|
-3%
|
|
|
15
|
|
$18M
|
+$913K
|
+12,941
|
+5%
|
|
|
16
|
|
$18M
|
+$17.7M
|
+251,039
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
-$483K
|
-6,840
|
-3%
|
|
|
18
|
Refined Wealth Management
Salt Lake City,
Utah
|
$17.1M
|
-$151K
|
-2,138
|
-0.9%
|
|
|
19
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$16.8M
|
-$36.5K
|
-518
|
-0.2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$16M
|
-$317K
|
-4,498
|
-2%
|
|
|
21
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$13.9M
|
+$90.4K
|
+1,281
|
+0.7%
|
|
|
22
|
Spinnaker Trust
Portland,
Maine
|
$12.5M
|
-$370K
|
-5,239
|
-3%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$12.4M
|
+$1.27M
|
+17,978
|
+12%
|
|
|
24
|
Angeles Investment Advisors
Santa Monica,
California
|
$12.1M
|
+$5.18M
|
+73,450
|
+77%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.7M
|
-$201K
|
-2,844
|
-2%
|
|
