|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$282M
|
+$14.3M
|
+214,096
|
+5%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$163M
|
-$11.5M
|
-172,147
|
-7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$72.4M
|
+$7.37M
|
+110,521
|
+11%
|
|
|
4
|
|
$57.2M
|
+$3.84M
|
+57,569
|
+7%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$51.5M
|
+$8.65M
|
+129,674
|
+20%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$49.7M
|
+$69.5K
|
+1,042
|
+0.1%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$31.4M
|
-$2.48M
|
-37,212
|
-7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$30.7M
|
+$1.28M
|
+19,206
|
+4%
|
|
|
9
|
|
$30.1M
|
+$3.22M
|
+48,272
|
+12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.7M
|
-$1.74M
|
-26,057
|
-6%
|
|
|
11
|
Angeles Investment Advisors
Santa Monica,
California
|
$25.5M
|
-$5.48M
|
-82,150
|
-18%
|
|
|
12
|
Crewe Advisors
Salt Lake City,
Utah
|
$23.8M
|
-$404K
|
-6,054
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$21.7M
|
-$2.17M
|
-32,575
|
-9%
|
|
|
14
|
Platt Investment Counsel
Lake Mary,
Florida
|
$21.1M
|
+$58.7K
|
+880
|
+0.3%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.3M
|
+$4.36M
|
+65,298
|
+31%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.8M
|
-$4.31M
|
-64,617
|
-19%
|
|
|
17
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$17.4M
|
-$1.23M
|
-18,448
|
-7%
|
|
|
18
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$17M
|
+$17.2M
|
+257,731
|
New
|
|
|
19
|
Cedar Wealth Management
Walnut Creek,
California
|
$16.6M
|
-$202K
|
-3,035
|
-1%
|
|
|
20
|
|
$16.1M
|
-$6.25M
|
-93,665
|
-28%
|
|
|
21
|
SCS Capital Management
Boston,
Massachusetts
|
$15M
|
+$1.74M
|
+26,065
|
+13%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.5M
|
+$3.1M
|
+46,476
|
+27%
|
|
|
23
|
Facet Wealth Inc
Baltimore,
Maryland
|
$14.5M
|
-$2.24M
|
-33,638
|
-14%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$1.61M
|
+24,140
|
+13%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$355K
|
+5,323
|
+3%
|
|
