|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$775M
|
+$69.5M
|
+881,613
|
+11%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$161M
|
-$9.28M
|
-117,760
|
-6%
|
|
|
3
|
|
$146M
|
+$71.3M
|
+904,235
|
+111%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$98.9M
|
+$3.85M
|
+48,822
|
+4%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$80M
|
+$4.37M
|
+55,418
|
+6%
|
|
|
6
|
Leo Wealth LLC
Hurst,
Texas
|
$60.7M
|
+$54.3M
|
+688,579
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$45M
|
-$807K
|
-10,245
|
-2%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$41.9M
|
-$1.1M
|
-13,948
|
-3%
|
|
|
9
|
Angeles Investment Advisors
Santa Monica,
California
|
$40.8M
|
+$1.68M
|
+21,312
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.1M
|
-$237K
|
-3,004
|
-0.7%
|
|
|
11
|
Platt Investment Counsel
Lake Mary,
Florida
|
$34.3M
|
+$2.69M
|
+34,109
|
+9%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$33.5M
|
+$153K
|
+1,939
|
+0.5%
|
|
|
13
|
|
$32.4M
|
-$557K
|
-7,063
|
-2%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$28.5M
|
+$1.45M
|
+18,353
|
+6%
|
|
|
15
|
Facet Wealth Inc
Baltimore,
Maryland
|
$28.3M
|
+$1.95M
|
+24,699
|
+8%
|
|
|
16
|
Crewe Advisors
Salt Lake City,
Utah
|
$26.8M
|
-$2.46M
|
-31,170
|
-9%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$26M
|
+$494K
|
+6,267
|
+2%
|
|
|
18
|
Financial Network Wealth Management
Draper,
Utah
|
$22.2M
|
-$608K
|
-7,713
|
-3%
|
|
|
19
|
Retirement Capital Strategies
San Jose,
California
|
$22.1M
|
+$20.2M
|
+256,414
|
+6,943%
|
|
|
20
|
SCS Capital Management
Boston,
Massachusetts
|
$21.6M
|
+$1.15M
|
+14,549
|
+6%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$20.4M
|
-$110K
|
-1,395
|
-0.6%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$19.9M
|
+$5.63M
|
+71,487
|
+44%
|
|
|
23
|
IMPACTfolio
Denver,
Colorado
|
$19.8M
|
+$76.7K
|
+973
|
+0.4%
|
|
|
24
|
|
$19.7M
|
-$121K
|
-1,531
|
-0.7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$685K
|
+8,695
|
+4%
|
|
