|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$76.6M
|
+$6.93M
|
+111,789
|
+10%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$9.93M
|
-$236K
|
-3,812
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.47M
|
-$284K
|
-4,580
|
-4%
|
|
|
4
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$5.69M
|
+$616K
|
+9,936
|
+12%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$5.36M
|
-$33.3K
|
-537
|
-0.6%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.14M
|
+$398K
|
+6,409
|
+8%
|
|
|
7
|
Modera Wealth Management
Westwood,
New Jersey
|
$5M
|
+$4.69M
|
+75,669
|
+1,509%
|
|
|
8
|
DeDora Capital
Napa,
California
|
$3.71M
|
+$309K
|
+4,979
|
+9%
|
|
|
9
|
|
$2.55M
|
+$2.55M
|
+41,100
|
New
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.5M
|
+$727K
|
+11,724
|
+41%
|
|
|
11
|
Human Investing
Lake Oswego,
Oregon
|
$2.36M
|
+$86.4K
|
+1,393
|
+4%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$1.96M
|
+$323K
|
+5,207
|
+20%
|
|
|
13
|
BetterWealth
San Jose,
California
|
$1.55M
|
+$35.5K
|
+573
|
+2%
|
|
|
14
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.49M
|
+$1.49M
|
+24,102
|
New
|
|
|
15
|
Team Hewins
Redwood City,
California
|
$1.48M
|
-$29.8K
|
-481
|
-2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.44M
|
+$758K
|
+12,215
|
+111%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.4M
|
-$451K
|
-7,264
|
-24%
|
|
|
18
|
WealthSpring Partners
Long Beach,
California
|
$1.21M
|
+$1.21M
|
+19,578
|
New
|
|
|
19
|
Northland Capital Management
Virginia,
Minnesota
|
$1.19M
|
+$144K
|
+2,314
|
+14%
|
|
|
20
|
Carr Financial Group
Worcester,
Massachusetts
|
$917K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$886K
|
+$4.16K
|
+67
|
+0.5%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$798K
|
+$799K
|
+12,881
|
New
|
|
|
23
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$796K
|
+$402K
|
+6,476
|
+102%
|
|
|
24
|
New York Life Investment Management
New York
|
$738K
|
+$153K
|
+2,473
|
+26%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$680K
|
+$6.76K
|
+109
|
+1%
|
|
