|
1
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$415M
|
+$439M
|
+3,700,074
|
New
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$201M
|
+$25.5M
|
+214,530
|
+14%
|
|
|
3
|
|
$189M
|
-$46K
|
-387
|
-0%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$164M
|
+$13.5M
|
+113,383
|
+8%
|
|
|
5
|
Visa Foundation
San Francisco,
California
|
$132M
|
–
|
–
|
–
|
|
|
6
|
Leo Wealth LLC
Hurst,
Texas
|
$77.8M
|
-$194K
|
-1,635
|
-0.2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$74.6M
|
+$356K
|
+2,995
|
+0.5%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$68.2M
|
-$150K
|
-1,265
|
-0.2%
|
|
|
9
|
|
$67.9M
|
+$8.48M
|
+71,372
|
+13%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$64.9M
|
+$1.47M
|
+12,370
|
+2%
|
|
|
11
|
Stanich Group
Montauk,
New York
|
$59.2M
|
+$2.32M
|
+19,498
|
+4%
|
|
|
12
|
IMPACTfolio
Denver,
Colorado
|
$56.1M
|
-$1.3M
|
-10,956
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.6M
|
+$379K
|
+3,193
|
+0.7%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$51.6M
|
+$20.1M
|
+169,130
|
+69%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$48.1M
|
+$1.77M
|
+14,936
|
+4%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$43.8M
|
-$275K
|
-2,316
|
-0.6%
|
|
|
17
|
Crewe Advisors
Salt Lake City,
Utah
|
$40.9M
|
+$5.01M
|
+42,169
|
+13%
|
|
|
18
|
Facet Wealth Inc
Baltimore,
Maryland
|
$40.3M
|
-$1.64M
|
-13,815
|
-4%
|
|
|
19
|
Platt Investment Counsel
Lake Mary,
Florida
|
$39M
|
-$6.51M
|
-54,780
|
-14%
|
|
|
20
|
Sellwood Investment Partners
Portland,
Oregon
|
$37.7M
|
+$1.34M
|
+11,292
|
+3%
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
$32.6M
|
+$694K
|
+5,841
|
+2%
|
|
|
22
|
IMA Advisory Services
Denver,
Colorado
|
$30.6M
|
-$3.56K
|
-30
|
-0%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$29.2M
|
+$309K
|
+2,600
|
+1%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$29M
|
+$4.36M
|
+36,744
|
+16%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
-$999K
|
-8,414
|
-3%
|
|
