|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$619M
|
+$8.82M
|
+112,353
|
+1%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$151M
|
-$2.94M
|
-37,500
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$83.8M
|
+$800K
|
+10,192
|
+0.9%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$66.6M
|
+$7.07M
|
+90,113
|
+11%
|
|
|
5
|
|
$61M
|
-$591K
|
-7,529
|
-0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$40.6M
|
-$694K
|
-8,849
|
-2%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$38.1M
|
+$1.05M
|
+13,371
|
+3%
|
|
|
8
|
Angeles Investment Advisors
Santa Monica,
California
|
$34.5M
|
+$7.07M
|
+90,134
|
+24%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.3M
|
-$530K
|
-6,754
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$29.3M
|
-$2.59M
|
-32,957
|
-8%
|
|
|
11
|
|
$29.2M
|
+$254K
|
+3,236
|
+0.8%
|
|
|
12
|
Platt Investment Counsel
Lake Mary,
Florida
|
$27.7M
|
-$239K
|
-3,041
|
-0.8%
|
|
|
13
|
Crewe Advisors
Salt Lake City,
Utah
|
$26M
|
-$224K
|
-2,850
|
-0.8%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.8M
|
+$1.86M
|
+23,649
|
+8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$457K
|
-5,828
|
-2%
|
|
|
16
|
Facet Wealth Inc
Baltimore,
Maryland
|
$21.7M
|
+$3.07M
|
+39,083
|
+15%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.3M
|
-$895K
|
-11,403
|
-4%
|
|
|
18
|
Financial Network Wealth Management
Draper,
Utah
|
$20.3M
|
+$2.91M
|
+37,050
|
+16%
|
|
|
19
|
Cedar Wealth Management
Walnut Creek,
California
|
$18.5M
|
-$67.2K
|
-857
|
-0.3%
|
|
|
20
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$18.2M
|
+$4.47K
|
+57
|
+0%
|
|
|
21
|
SCS Capital Management
Boston,
Massachusetts
|
$18M
|
+$451K
|
+5,745
|
+2%
|
|
|
22
|
|
$17.5M
|
-$14.1M
|
-179,171
|
-43%
|
|
|
23
|
IMPACTfolio
Denver,
Colorado
|
$17.4M
|
+$2.96M
|
+37,691
|
+19%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$185K
|
+2,352
|
+1%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$15.1M
|
-$904K
|
-11,520
|
-5%
|
|
