|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$275M
|
+$5.21M
|
+72,201
|
+2%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$183M
|
-$12.1M
|
-167,725
|
-6%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$73.8M
|
+$15M
|
+207,490
|
+23%
|
|
|
4
|
|
$55.2M
|
-$201K
|
-2,778
|
-0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$48.3M
|
-$1.59M
|
-22,063
|
-3%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$46.8M
|
+$13.9M
|
+191,870
|
+37%
|
|
|
7
|
Leo Brokerage
Hurst,
Texas
|
$42.5M
|
+$1.9M
|
+26,339
|
+4%
|
|
|
8
|
Angeles Investment Advisors
Santa Monica,
California
|
$32.8M
|
+$35.7M
|
+494,250
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$32.2M
|
-$3.67M
|
-50,888
|
-10%
|
|
|
10
|
Verde Capital Management
Clarkston,
Michigan
|
$30.8M
|
+$16.9M
|
+234,002
|
+102%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.5M
|
-$161K
|
-2,228
|
-0.5%
|
|
|
12
|
|
$27.1M
|
+$7.29M
|
+100,976
|
+33%
|
|
|
13
|
Crewe Advisors
Salt Lake City,
Utah
|
$24.4M
|
-$7.63M
|
-105,625
|
-22%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$23.8M
|
-$1.37M
|
-18,958
|
-5%
|
|
|
15
|
Platt Investment Counsel
Lake Mary,
Florida
|
$19.5M
|
+$2.73M
|
+37,740
|
+15%
|
|
|
16
|
|
$18.6M
|
–
|
–
|
–
|
|
|
17
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$18.6M
|
+$533K
|
+7,387
|
+3%
|
|
|
18
|
Equitable Holdings
New York
|
$17.2M
|
-$607K
|
-8,410
|
-3%
|
|
|
19
|
Cedar Wealth Management
Walnut Creek,
California
|
$16.9M
|
+$1.55M
|
+21,421
|
+9%
|
|
|
20
|
American Financial Advisors
Marietta,
Georgia
|
$15.1M
|
-$307K
|
-4,253
|
-2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$938K
|
+12,994
|
+7%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.2M
|
+$1.2M
|
+16,586
|
+9%
|
|
|
23
|
SCS Capital Management
Boston,
Massachusetts
|
$13.1M
|
-$230K
|
-3,189
|
-2%
|
|
|
24
|
IMPACTfolio
Denver,
Colorado
|
$13M
|
+$983K
|
+13,618
|
+7%
|
|
|
25
|
Facet Wealth Inc
Baltimore,
Maryland
|
$12.8M
|
+$2.62M
|
+36,278
|
+23%
|
|
