|
1
|
CM Wealth Advisors
Beachwood,
Ohio
|
$584M
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$255M
|
-$5.24M
|
-74,624
|
-2%
|
|
|
3
|
Visa Foundation
San Francisco,
California
|
$166M
|
-$7.44M
|
-105,993
|
-4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$62.2M
|
-$8.64M
|
-123,129
|
-11%
|
|
|
5
|
|
$51.1M
|
-$1.35M
|
-19,164
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$47.4M
|
+$1.84M
|
+26,262
|
+4%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$41.1M
|
-$3.69M
|
-52,539
|
-7%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$32.3M
|
+$3.46M
|
+49,289
|
+11%
|
|
|
9
|
Angeles Investment Advisors
Santa Monica,
California
|
$29.5M
|
-$1.74M
|
-24,830
|
-5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$28.1M
|
-$2.62M
|
-37,273
|
-8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.2M
|
+$217K
|
+3,095
|
+0.7%
|
|
|
12
|
|
$27.1M
|
–
|
–
|
–
|
|
|
13
|
Crewe Advisors
Salt Lake City,
Utah
|
$23.2M
|
+$351
|
+5
|
+0%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$22.8M
|
+$274K
|
+3,909
|
+1%
|
|
|
15
|
|
$21.3M
|
+$4.14M
|
+58,915
|
+21%
|
|
|
16
|
Platt Investment Counsel
Lake Mary,
Florida
|
$20.1M
|
+$1.87M
|
+26,658
|
+9%
|
|
|
17
|
Equitable Holdings
New York
|
$17.8M
|
+$1.72M
|
+24,446
|
+9%
|
|
|
18
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$17.7M
|
+$179K
|
+2,546
|
+0.9%
|
|
|
19
|
Cedar Wealth Management
Walnut Creek,
California
|
$16.1M
|
+$86.2K
|
+1,228
|
+0.5%
|
|
|
20
|
Facet Wealth Inc
Baltimore,
Maryland
|
$15.5M
|
+$3.09M
|
+43,952
|
+23%
|
|
|
21
|
American Financial Advisors
Marietta,
Georgia
|
$13.9M
|
-$411K
|
-5,849
|
-3%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.4M
|
+$917K
|
+13,070
|
+7%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$1.22M
|
+17,450
|
+9%
|
|
|
24
|
IMPACTfolio
Denver,
Colorado
|
$12.8M
|
+$478K
|
+6,805
|
+3%
|
|
|
25
|
Financial Network Wealth Management
Draper,
Utah
|
$12.7M
|
+$1.32M
|
+18,870
|
+10%
|
|
