|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$650M
|
+$64.6M
|
+696,593
|
+12%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$166M
|
-$4.82M
|
-52,000
|
-3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$114M
|
+$2M
|
+21,582
|
+2%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$105M
|
+$11.7M
|
+126,593
|
+13%
|
|
|
5
|
|
$80.4M
|
-$1.97M
|
-21,224
|
-2%
|
|
|
6
|
Leo Wealth LLC
Hurst,
Texas
|
$65.4M
|
-$5.23M
|
-56,379
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$54.8M
|
+$4.93M
|
+53,174
|
+10%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$54.8M
|
+$3.28M
|
+35,432
|
+7%
|
|
|
9
|
IMPACTfolio
Denver,
Colorado
|
$43.6M
|
+$1.85M
|
+19,994
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.8M
|
+$3M
|
+32,392
|
+8%
|
|
|
11
|
Angeles Investment Advisors
Santa Monica,
California
|
$41.8M
|
-$4.27M
|
-46,080
|
-10%
|
|
|
12
|
Platt Investment Counsel
Lake Mary,
Florida
|
$39.3M
|
+$1.02M
|
+11,022
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$37.5M
|
-$197K
|
-2,120
|
-0.5%
|
|
|
14
|
|
$36.2M
|
+$1.41M
|
+15,249
|
+4%
|
|
|
15
|
Facet Wealth Inc
Baltimore,
Maryland
|
$33.3M
|
+$2.37M
|
+25,574
|
+8%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$33.1M
|
+$424K
|
+4,570
|
+1%
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$31.1M
|
+$10M
|
+107,937
|
+51%
|
|
|
18
|
Crewe Advisors
Salt Lake City,
Utah
|
$30M
|
-$430K
|
-4,638
|
-1%
|
|
|
19
|
|
$28.1M
|
+$6.69M
|
+72,226
|
+33%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
-$782K
|
-8,441
|
-3%
|
|
|
21
|
SCS Capital Management
Boston,
Massachusetts
|
$27.2M
|
+$3.45M
|
+37,216
|
+15%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$25M
|
+$3.24M
|
+34,975
|
+15%
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
$24.9M
|
+$171K
|
+1,843
|
+0.7%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.8M
|
+$1.93M
|
+20,802
|
+9%
|
|
|
25
|
|
$21.9M
|
+$794K
|
+8,563
|
+4%
|
|
