|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$315M
|
+$15.5M
|
+148,348
|
+5%
|
|
|
2
|
|
$164M
|
+$86.4M
|
+826,785
|
+97%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$147M
|
+$6.06M
|
+57,917
|
+4%
|
|
|
4
|
Visa Foundation
San Francisco,
California
|
$133M
|
-$28.2M
|
-270,000
|
-17%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$123M
|
+$1.06M
|
+10,165
|
+0.8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$55.9M
|
+$7.22M
|
+69,054
|
+14%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$54.7M
|
-$384K
|
-3,673
|
-0.7%
|
|
|
8
|
Stanich Group
Montauk,
New York
|
$53.2M
|
+$3.02M
|
+28,910
|
+6%
|
|
|
9
|
|
$49.8M
|
+$9.92M
|
+94,879
|
+23%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$49.5M
|
+$111K
|
+1,060
|
+0.2%
|
|
|
11
|
IMPACTfolio
Denver,
Colorado
|
$45.9M
|
+$1.37M
|
+13,127
|
+3%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$43.1M
|
+$8.53M
|
+81,557
|
+23%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.8M
|
+$707K
|
+6,761
|
+2%
|
|
|
14
|
Platt Investment Counsel
Lake Mary,
Florida
|
$38.6M
|
+$1.55M
|
+14,804
|
+4%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$37.7M
|
-$773K
|
-7,396
|
-2%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$37.5M
|
+$5.12M
|
+48,983
|
+15%
|
|
|
17
|
Leo Wealth LLC
Hurst,
Texas
|
$37.2M
|
-$32.8M
|
-314,094
|
-45%
|
|
|
18
|
Angeles Investment Advisors
Santa Monica,
California
|
$36.6M
|
-$7.94M
|
-75,895
|
-17%
|
|
|
19
|
Facet Wealth Inc
Baltimore,
Maryland
|
$34.6M
|
-$2.98M
|
-28,481
|
-8%
|
|
|
20
|
Sellwood Investment Partners
Portland,
Oregon
|
$33.1M
|
+$1.99M
|
+19,017
|
+6%
|
|
|
21
|
Crewe Advisors
Salt Lake City,
Utah
|
$31.5M
|
+$1.09M
|
+10,397
|
+3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$27.3M
|
-$751K
|
-7,178
|
-3%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
-$3.26M
|
-31,220
|
-10%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$25.8M
|
+$2.3M
|
+22,013
|
+9%
|
|
|
25
|
|
$25.1M
|
+$4.55M
|
+43,471
|
+20%
|
|
