|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$562M
|
-$273M
|
-3,075,633
|
-34%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$165M
|
-$10.7M
|
-120,000
|
-6%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
-$693K
|
-7,796
|
-0.7%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$89M
|
+$1.31M
|
+14,748
|
+2%
|
|
|
5
|
|
$79.6M
|
-$76.6M
|
-862,027
|
-50%
|
|
|
6
|
Leo Wealth LLC
Hurst,
Texas
|
$68.1M
|
+$3.88M
|
+43,678
|
+6%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$49.5M
|
+$3.46M
|
+38,944
|
+8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$47.9M
|
-$1.36M
|
-15,243
|
-3%
|
|
|
9
|
Angeles Investment Advisors
Santa Monica,
California
|
$44.6M
|
-$100K
|
-1,125
|
-0.2%
|
|
|
10
|
IMPACTfolio
Denver,
Colorado
|
$40.2M
|
+$17.7M
|
+198,670
|
+85%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.3M
|
-$1.06M
|
-11,923
|
-3%
|
|
|
12
|
Platt Investment Counsel
Lake Mary,
Florida
|
$36.8M
|
-$666K
|
-7,485
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
-$96.1K
|
-1,081
|
-0.3%
|
|
|
14
|
|
$33.5M
|
-$1.92M
|
-21,623
|
-6%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$32.5M
|
+$7.89M
|
+88,758
|
+34%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$31.5M
|
+$297K
|
+3,341
|
+1%
|
|
|
17
|
Crewe Advisors
Salt Lake City,
Utah
|
$29.4M
|
+$47.1K
|
+530
|
+0.2%
|
|
|
18
|
Facet Wealth Inc
Baltimore,
Maryland
|
$29.4M
|
+$17.5K
|
+197
|
+0.1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$27.6M
|
-$887K
|
-9,973
|
-3%
|
|
|
20
|
Financial Network Wealth Management
Draper,
Utah
|
$23.5M
|
-$447K
|
-5,026
|
-2%
|
|
|
21
|
SCS Capital Management
Boston,
Massachusetts
|
$22.8M
|
-$818K
|
-9,197
|
-4%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$22M
|
+$1.37M
|
+15,383
|
+7%
|
|
|
23
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$21.9M
|
-$484K
|
-5,440
|
-2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.4M
|
-$1.02M
|
-11,465
|
-5%
|
|
|
25
|
|
$20.4M
|
-$1.11M
|
-12,507
|
-5%
|
|
