|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$41.4M
|
-$61.4M
|
-981,353
|
-60%
|
|
|
2
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$12.9M
|
+$1.12M
|
+17,936
|
+10%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
+$355K
|
+5,670
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$616K
|
+9,836
|
+5%
|
|
|
5
|
DeDora Capital
Napa,
California
|
$9.94M
|
+$1.62M
|
+25,948
|
+20%
|
|
|
6
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$7.42M
|
+$1.59M
|
+25,421
|
+27%
|
|
|
7
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.78M
|
+$640K
|
+10,223
|
+12%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.56M
|
+$147K
|
+2,348
|
+3%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$4.74M
|
+$4.92M
|
+78,547
|
New
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.93M
|
+$1.12M
|
+17,967
|
+40%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$3.24M
|
+$860K
|
+13,736
|
+36%
|
|
|
12
|
Human Investing
Lake Oswego,
Oregon
|
$3.1M
|
+$437K
|
+6,985
|
+16%
|
|
|
13
|
Northland Capital Management
Virginia,
Minnesota
|
$2.4M
|
+$125K
|
+2,002
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$33.6K
|
+537
|
+1%
|
|
|
15
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.14M
|
+$191K
|
+3,052
|
+10%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.91M
|
-$25.8K
|
-412
|
-1%
|
|
|
17
|
BetterWealth
San Jose,
California
|
$1.69M
|
+$147K
|
+2,343
|
+10%
|
|
|
18
|
Team Hewins
Redwood City,
California
|
$1.5M
|
-$21.3K
|
-341
|
-1%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.39M
|
+$200K
|
+3,192
|
+17%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.29M
|
+$76.7K
|
+1,225
|
+6%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
22
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.09M
|
+$4.7K
|
+75
|
+0.4%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
+$36.1K
|
+577
|
+3%
|
|
|
24
|
Carr Financial Group
Worcester,
Massachusetts
|
$929K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$862K
|
+$71.5K
|
+1,142
|
+9%
|
|
