|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$70.5M
|
+$69.7M
|
+1,123,821
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$10.2M
|
+$1.44M
|
+23,235
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
+$740K
|
+11,934
|
+11%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$5.46M
|
+$1.66M
|
+26,687
|
+44%
|
|
|
5
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$5.13M
|
+$665K
|
+10,716
|
+15%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.8M
|
+$24.6K
|
+397
|
+0.5%
|
|
|
7
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.73M
|
+$130K
|
+2,101
|
+3%
|
|
|
8
|
DeDora Capital
Napa,
California
|
$3.44M
|
+$3.4M
|
+54,824
|
New
|
|
|
9
|
Human Investing
Lake Oswego,
Oregon
|
$2.3M
|
+$197K
|
+3,172
|
+9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.87M
|
-$1.19M
|
-19,195
|
-39%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.79M
|
+$1.03M
|
+16,676
|
+140%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$1.66M
|
+$267K
|
+4,302
|
+19%
|
|
|
13
|
BetterWealth
San Jose,
California
|
$1.53M
|
+$1.52M
|
+24,446
|
New
|
|
|
14
|
Team Hewins
Redwood City,
California
|
$1.52M
|
+$69.8K
|
+1,126
|
+5%
|
|
|
15
|
Northland Capital Management
Virginia,
Minnesota
|
$1.05M
|
+$226K
|
+3,645
|
+28%
|
|
|
16
|
Carr Financial Group
Worcester,
Massachusetts
|
$928K
|
-$310K
|
-5,000
|
-25%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$892K
|
+$12.9K
|
+208
|
+1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$687K
|
+$190K
|
+3,061
|
+39%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$681K
|
-$1.32M
|
-21,308
|
-66%
|
|
|
20
|
New York Life Investment Management
New York
|
$591K
|
+$56.2K
|
+906
|
+11%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$579K
|
+$518K
|
+8,345
|
+939%
|
|
|
22
|
Level Financial Advisors
East Amherst,
New York
|
$493K
|
+$148K
|
+2,387
|
+44%
|
|
|
23
|
West Financial Advisors
Des Moines,
Iowa
|
$478K
|
-$24.6K
|
-397
|
-5%
|
|
|
24
|
Willow Creek Wealth Management
Sebastopol,
California
|
$444K
|
+$41.6K
|
+671
|
+10%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$412K
|
+$202K
|
+3,250
|
+98%
|
|
