|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$436M
|
+$15.1M
|
+126,192
|
+4%
|
|
|
2
|
|
$203M
|
-$362K
|
-3,015
|
-0.2%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$191M
|
+$9.34M
|
+77,842
|
+5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$163M
|
+$13.5M
|
+112,947
|
+9%
|
|
|
5
|
Visa Foundation
San Francisco,
California
|
$142M
|
–
|
–
|
–
|
|
|
6
|
Leo Wealth LLC
Hurst,
Texas
|
$84M
|
+$38M
|
+317,058
|
+84%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$80M
|
+$7.08M
|
+59,058
|
+10%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$73.6M
|
-$183K
|
-1,527
|
-0.3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$68.4M
|
-$6.06M
|
-50,514
|
-8%
|
|
|
10
|
|
$64.6M
|
+$5.76K
|
+48
|
+0%
|
|
|
11
|
IMPACTfolio
Denver,
Colorado
|
$61.8M
|
+$1.16M
|
+9,639
|
+2%
|
|
|
12
|
Stanich Group
Montauk,
New York
|
$61.5M
|
+$1.76M
|
+14,688
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.2M
|
-$431K
|
-3,589
|
-0.8%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$50.1M
|
-$34.4K
|
-287
|
-0.1%
|
|
|
15
|
Platt Investment Counsel
Lake Mary,
Florida
|
$48.6M
|
+$94.9K
|
+791
|
+0.2%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$47.5M
|
-$1.54M
|
-12,813
|
-3%
|
|
|
17
|
Facet Wealth Inc
Baltimore,
Maryland
|
$45.8M
|
+$1.85M
|
+15,430
|
+4%
|
|
|
18
|
Sellwood Investment Partners
Portland,
Oregon
|
$39.2M
|
-$341K
|
-2,843
|
-0.9%
|
|
|
19
|
Crewe Advisors
Salt Lake City,
Utah
|
$39M
|
-$2.52K
|
-21
|
-0%
|
|
|
20
|
|
$36.8M
|
-$6.15M
|
-51,285
|
-14%
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
$34.4M
|
+$2.01M
|
+16,755
|
+6%
|
|
|
22
|
IMA Advisory Services
Denver,
Colorado
|
$33M
|
-$131K
|
-1,094
|
-0.4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$32.1M
|
+$561K
|
+4,679
|
+2%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
-$2.98M
|
-24,808
|
-9%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$31.2M
|
+$779K
|
+6,498
|
+3%
|
|
