|
1
|
Koshinski Asset Management
Decatur,
Illinois
|
$597M
|
+$597K
|
+5,690
|
New
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$322M
|
+$32.9M
|
+313,849
|
+11%
|
|
|
3
|
Visa Foundation
San Francisco,
California
|
$171M
|
-$9.97M
|
-95,000
|
-6%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$152M
|
+$27.7M
|
+263,649
|
+22%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$130M
|
+$1.35M
|
+12,873
|
+1%
|
|
|
6
|
|
$89M
|
+$2.77M
|
+26,436
|
+3%
|
|
|
7
|
Leo Wealth LLC
Hurst,
Texas
|
$72.7M
|
+$1.11M
|
+10,620
|
+2%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$59M
|
+$1.34M
|
+12,748
|
+2%
|
|
|
9
|
Stanich Group
Montauk,
New York
|
$53.9M
|
+$53.9M
|
+513,828
|
New
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$52.9M
|
+$52.9M
|
+504,516
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$52.6M
|
+$4.93M
|
+47,017
|
+10%
|
|
|
12
|
IMPACTfolio
Denver,
Colorado
|
$47.8M
|
-$193K
|
-1,839
|
-0.4%
|
|
|
13
|
Angeles Investment Advisors
Santa Monica,
California
|
$47.1M
|
+$834K
|
+7,945
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44M
|
-$101K
|
-964
|
-0.2%
|
|
|
15
|
|
$43.4M
|
-$891K
|
-8,494
|
-2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$41.2M
|
+$720K
|
+6,860
|
+2%
|
|
|
17
|
Facet Wealth Inc
Baltimore,
Maryland
|
$40.5M
|
+$1.92M
|
+18,317
|
+5%
|
|
|
18
|
Platt Investment Counsel
Lake Mary,
Florida
|
$39.8M
|
-$3.36M
|
-32,030
|
-8%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$37.6M
|
-$3.56M
|
-33,970
|
-9%
|
|
|
20
|
SCS Capital Management
Boston,
Massachusetts
|
$35M
|
+$345K
|
+3,292
|
+1%
|
|
|
21
|
Sellwood Investment Partners
Portland,
Oregon
|
$33.4M
|
+$33.5M
|
+318,867
|
New
|
|
|
22
|
Crewe Advisors
Salt Lake City,
Utah
|
$32.7M
|
+$46.6K
|
+444
|
+0.1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$32M
|
-$5.5M
|
-52,437
|
-15%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$419K
|
+3,989
|
+1%
|
|
|
25
|
Mather Group
Chicago,
Illinois
|
$28.3M
|
+$401K
|
+3,825
|
+1%
|
|
