|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$363M
|
+$9.79M
|
+97,093
|
+3%
|
|
|
2
|
|
$184M
|
+$9.07K
|
+90
|
+0%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$167M
|
+$1.92M
|
+19,083
|
+1%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$140M
|
+$2.29M
|
+22,736
|
+2%
|
|
|
5
|
Visa Foundation
San Francisco,
California
|
$129M
|
-$18.5M
|
-183,540
|
-14%
|
|
|
6
|
Leo Wealth LLC
Hurst,
Texas
|
$74.5M
|
+$30.2M
|
+299,201
|
+79%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$67.6M
|
+$11.2M
|
+111,318
|
+22%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$63.7M
|
+$2.2M
|
+21,785
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$62.3M
|
-$276K
|
-2,736
|
-0.5%
|
|
|
10
|
|
$61.1M
|
+$4.91M
|
+48,709
|
+10%
|
|
|
11
|
IMPACTfolio
Denver,
Colorado
|
$54.3M
|
+$2.71M
|
+26,888
|
+6%
|
|
|
12
|
Stanich Group
Montauk,
New York
|
$54.1M
|
-$5.39M
|
-53,430
|
-10%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.4M
|
+$1.52M
|
+15,086
|
+4%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$45.4M
|
+$2.93M
|
+29,084
|
+8%
|
|
|
15
|
SCS Capital Management
Boston,
Massachusetts
|
$44.5M
|
+$2.31M
|
+22,938
|
+6%
|
|
|
16
|
|
$43.4M
|
+$14.1M
|
+139,388
|
+54%
|
|
|
17
|
Platt Investment Counsel
Lake Mary,
Florida
|
$42.1M
|
-$986K
|
-9,779
|
-2%
|
|
|
18
|
Facet Wealth Inc
Baltimore,
Maryland
|
$39.7M
|
+$712K
|
+7,063
|
+2%
|
|
|
19
|
Sellwood Investment Partners
Portland,
Oregon
|
$36.6M
|
-$374K
|
-3,714
|
-1%
|
|
|
20
|
Crewe Advisors
Salt Lake City,
Utah
|
$35.4M
|
+$108K
|
+1,073
|
+0.3%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$29.7M
|
-$272K
|
-2,700
|
-1%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$29.4M
|
+$2.11M
|
+20,908
|
+8%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$29M
|
-$1.38M
|
-13,648
|
-5%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$28.4M
|
-$513K
|
-5,085
|
-2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$28M
|
+$167K
|
+1,652
|
+0.7%
|
|
