|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$280M
|
-$390M
|
-3,978,873
|
-59%
|
|
|
2
|
Visa Foundation
San Francisco,
California
|
$175M
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$125M
|
+$5.31M
|
+54,143
|
+5%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$120M
|
+$9.72M
|
+99,180
|
+9%
|
|
|
5
|
|
$83.5M
|
-$1.07M
|
-10,922
|
-1%
|
|
|
6
|
Leo Wealth LLC
Hurst,
Texas
|
$69.4M
|
+$690K
|
+7,041
|
+1%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$55.9M
|
-$1.67M
|
-17,072
|
-3%
|
|
|
8
|
IMPACTfolio
Denver,
Colorado
|
$46.5M
|
+$624K
|
+6,362
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
-$11M
|
-112,185
|
-20%
|
|
|
10
|
Angeles Investment Advisors
Santa Monica,
California
|
$44.9M
|
+$856K
|
+8,731
|
+2%
|
|
|
11
|
|
$42.9M
|
+$4.68M
|
+47,781
|
+13%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.8M
|
-$1.2M
|
-12,203
|
-3%
|
|
|
13
|
Platt Investment Counsel
Lake Mary,
Florida
|
$41.8M
|
+$466K
|
+4,757
|
+1%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$39.9M
|
+$7.04M
|
+71,822
|
+22%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$39.2M
|
+$4.23M
|
+43,200
|
+13%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
-$3M
|
-30,646
|
-8%
|
|
|
17
|
Facet Wealth Inc
Baltimore,
Maryland
|
$36.3M
|
+$1.14M
|
+11,632
|
+3%
|
|
|
18
|
SCS Capital Management
Boston,
Massachusetts
|
$33.6M
|
+$4.77M
|
+48,619
|
+17%
|
|
|
19
|
Crewe Advisors
Salt Lake City,
Utah
|
$31.6M
|
+$21.2K
|
+216
|
+0.1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$28.6M
|
-$562K
|
-5,734
|
-2%
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
$27M
|
-$182K
|
-1,854
|
-0.7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$27M
|
+$786K
|
+8,020
|
+3%
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
$25.7M
|
-$513K
|
-5,238
|
-2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.8M
|
+$4.05M
|
+41,316
|
+20%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.1M
|
+$1.07M
|
+10,899
|
+5%
|
|
