|
1
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$289M
|
+$302M
|
+4,022,741
|
New
|
|
|
2
|
|
$113M
|
-$3M
|
-39,976
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$113M
|
+$13M
|
+173,541
|
+12%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$49.8M
|
-$11.1M
|
-147,404
|
-18%
|
|
|
5
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$41.1M
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.1M
|
-$831K
|
-11,083
|
-2%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$34.4M
|
-$1.57M
|
-20,887
|
-4%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$31.7M
|
+$135K
|
+1,800
|
+0.4%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$31.5M
|
-$434K
|
-5,781
|
-1%
|
|
|
10
|
Boston Trust Walden
Boston,
Massachusetts
|
$28.5M
|
+$3.94M
|
+52,520
|
+15%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$24M
|
+$11.1M
|
+147,373
|
+94%
|
|
|
12
|
Facet Wealth Inc
Baltimore,
Maryland
|
$22.7M
|
-$159K
|
-2,121
|
-0.7%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$22.4M
|
+$3.07M
|
+40,914
|
+15%
|
|
|
14
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$20.6M
|
+$611K
|
+8,148
|
+3%
|
|
|
15
|
Sellwood Investment Partners
Portland,
Oregon
|
$19.7M
|
+$406K
|
+5,418
|
+2%
|
|
|
16
|
|
$18.5M
|
+$431K
|
+5,744
|
+2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$17.8M
|
+$7.76M
|
+103,490
|
+71%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
-$283K
|
-3,770
|
-2%
|
|
|
19
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$17.6M
|
+$828K
|
+11,042
|
+5%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$381K
|
+5,082
|
+2%
|
|
|
21
|
Flow Traders U.S.
New York
|
$15.6M
|
+$8.95M
|
+119,348
|
+122%
|
|
|
22
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$14M
|
+$316K
|
+4,212
|
+2%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.9M
|
+$2.45M
|
+32,638
|
+20%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$13.6M
|
+$1.29M
|
+17,208
|
+10%
|
|
|
25
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$13.2M
|
+$5.68M
|
+75,751
|
+70%
|
|
