|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$329M
|
+$11.5M
|
+143,471
|
+4%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$237M
|
-$11.3M
|
-140,000
|
-5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$73.3M
|
+$7.06M
|
+87,772
|
+11%
|
|
|
4
|
|
$67.6M
|
+$7.58M
|
+94,290
|
+13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$60.7M
|
+$2.28M
|
+28,319
|
+4%
|
|
|
6
|
Leo Brokerage
Hurst,
Texas
|
$49.7M
|
+$49.3M
|
+613,202
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$43.4M
|
-$8.76M
|
-108,991
|
-17%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$41.6M
|
+$8.45M
|
+105,129
|
+26%
|
|
|
9
|
Crewe Advisors
Salt Lake City,
Utah
|
$38.4M
|
+$22.4K
|
+279
|
+0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.9M
|
+$331K
|
+4,117
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$30.6M
|
+$243K
|
+3,025
|
+0.8%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.6M
|
+$2.01K
|
+25
|
+0%
|
|
|
13
|
|
$24.9M
|
+$5.29M
|
+65,749
|
+27%
|
|
|
14
|
|
$22.7M
|
-$908K
|
-11,289
|
-4%
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$22.1M
|
-$212K
|
-2,633
|
-1%
|
|
|
16
|
Equitable Holdings
New York
|
$21.7M
|
+$20.6M
|
+255,654
|
+2,237%
|
|
|
17
|
Platt Investment Counsel
Lake Mary,
Florida
|
$20.7M
|
+$1.9M
|
+23,684
|
+10%
|
|
|
18
|
Cedar Wealth Management
Walnut Creek,
California
|
$18.9M
|
+$8.38M
|
+104,257
|
+81%
|
|
|
19
|
American Financial Advisors
Marietta,
Georgia
|
$18.8M
|
+$18.6M
|
+231,694
|
New
|
|
|
20
|
Verde Capital Management
Clarkston,
Michigan
|
$18.7M
|
+$941K
|
+11,705
|
+5%
|
|
|
21
|
SCS Capital Management
Boston,
Massachusetts
|
$16.2M
|
+$330K
|
+4,103
|
+2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$793K
|
+9,858
|
+5%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$60.4K
|
-751
|
-0.4%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.8M
|
+$1.89M
|
+23,494
|
+15%
|
|
|
25
|
IMPACTfolio
Denver,
Colorado
|
$14.8M
|
+$2.88M
|
+35,773
|
+24%
|
|
