|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$104M
|
+$20.3M
|
+336,623
|
+26%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$12.4M
|
+$624K
|
+10,326
|
+6%
|
|
|
3
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$11.9M
|
+$11.4M
|
+188,154
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$624K
|
+10,325
|
+6%
|
|
|
5
|
DeDora Capital
Napa,
California
|
$8.39M
|
+$3.05M
|
+50,524
|
+62%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$7.71M
|
–
|
–
|
–
|
|
|
7
|
|
$6.25M
|
-$946K
|
-15,661
|
-14%
|
|
|
8
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$5.89M
|
+$10.8K
|
+179
|
+0.2%
|
|
|
9
|
Eastern Bank
Boston,
Massachusetts
|
$5.69M
|
+$116K
|
+1,920
|
+2%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.47M
|
+$250K
|
+4,142
|
+5%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.19M
|
-$111K
|
-1,837
|
-2%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.8M
|
+$29.7K
|
+491
|
+1%
|
|
|
13
|
Human Investing
Lake Oswego,
Oregon
|
$2.69M
|
-$51K
|
-844
|
-2%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$2.4M
|
+$130K
|
+2,159
|
+6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.31M
|
+$1.99M
|
+33,006
|
+957%
|
|
|
16
|
Northland Capital Management
Virginia,
Minnesota
|
$2.3M
|
-$1.16M
|
-19,257
|
-35%
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.97M
|
+$201K
|
+3,324
|
+12%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.96M
|
+$304K
|
+5,027
|
+19%
|
|
|
19
|
BetterWealth
San Jose,
California
|
$1.56M
|
+$12K
|
+199
|
+0.8%
|
|
|
20
|
Team Hewins
Redwood City,
California
|
$1.53M
|
+$1.46M
|
+24,183
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$179K
|
-2,960
|
-13%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.2M
|
+$265K
|
+4,392
|
+30%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$1.17M
|
+$877K
|
+14,519
|
+362%
|
|
|
24
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.07M
|
+$261K
|
+4,313
|
+33%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.06M
|
-$36.1K
|
-597
|
-3%
|
|
