|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$412M
|
+$19.2M
|
+168,238
|
+5%
|
|
|
2
|
|
$199M
|
+$1M
|
+8,803
|
+0.5%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$177M
|
-$2.75M
|
-24,187
|
-2%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$146M
|
-$5.14M
|
-45,150
|
-4%
|
|
|
5
|
Visa Foundation
San Francisco,
California
|
$139M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$72.9M
|
+$5.45M
|
+47,836
|
+8%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$72.2M
|
+$3.33M
|
+29,252
|
+5%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$71.4M
|
-$1.64M
|
-14,366
|
-2%
|
|
|
9
|
|
$63.2M
|
-$2.73M
|
-23,978
|
-4%
|
|
|
10
|
IMPACTfolio
Denver,
Colorado
|
$59.3M
|
+$620K
|
+5,444
|
+1%
|
|
|
11
|
Stanich Group
Montauk,
New York
|
$58.4M
|
+$470K
|
+4,127
|
+0.8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.4M
|
+$2.05M
|
+18,051
|
+4%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$49M
|
-$32.1K
|
-282
|
-0.1%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$48M
|
+$797
|
+7
|
+0%
|
|
|
15
|
Platt Investment Counsel
Lake Mary,
Florida
|
$47.5M
|
+$1.94M
|
+17,010
|
+4%
|
|
|
16
|
Leo Wealth LLC
Hurst,
Texas
|
$44.7M
|
-$34.3M
|
-301,539
|
-44%
|
|
|
17
|
Facet Wealth Inc
Baltimore,
Maryland
|
$42.4M
|
+$311K
|
+2,733
|
+0.8%
|
|
|
18
|
|
$42.1M
|
-$4.62M
|
-40,580
|
-10%
|
|
|
19
|
Sellwood Investment Partners
Portland,
Oregon
|
$38.7M
|
-$821K
|
-7,208
|
-2%
|
|
|
20
|
Crewe Advisors
Salt Lake City,
Utah
|
$38.2M
|
-$62.7K
|
-551
|
-0.2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
+$1.5M
|
+13,148
|
+5%
|
|
|
22
|
IMA Advisory Services
Denver,
Colorado
|
$32.5M
|
+$31.2M
|
+274,075
|
New
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
$31.7M
|
+$455
|
+4
|
+0%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$30.9M
|
-$432K
|
-3,793
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$29.8M
|
+$1.06M
|
+9,350
|
+4%
|
|
