|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$52.7M
|
+$11.7M
|
+188,964
|
+29%
|
|
|
2
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$16.1M
|
+$3.32M
|
+53,757
|
+26%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$13.4M
|
+$840K
|
+13,585
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
+$532K
|
+8,613
|
+5%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$10.6M
|
-$4.85M
|
-78,547
|
Closed
|
|
|
6
|
DeDora Capital
Napa,
California
|
$10.3M
|
+$496K
|
+8,025
|
+5%
|
|
|
7
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$7.89M
|
+$543K
|
+8,793
|
+7%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.91M
|
+$407K
|
+6,582
|
+7%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.85M
|
+$128K
|
+2,078
|
+2%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$5.5M
|
+$5.47M
|
+88,581
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.22M
|
+$339K
|
+5,483
|
+9%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$3.89M
|
+$685K
|
+11,086
|
+21%
|
|
|
13
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.62M
|
+$3.61M
|
+58,374
|
New
|
|
|
14
|
Human Investing
Lake Oswego,
Oregon
|
$3.21M
|
+$141K
|
+2,280
|
+5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$27.1K
|
+438
|
+1%
|
|
|
16
|
Northland Capital Management
Virginia,
Minnesota
|
$2.26M
|
-$114K
|
-1,842
|
-5%
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.23M
|
+$112K
|
+1,820
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$817K
|
+13,224
|
+64%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.87M
|
-$23K
|
-372
|
-1%
|
|
|
20
|
BetterWealth
San Jose,
California
|
$1.72M
|
+$51.7K
|
+836
|
+3%
|
|
|
21
|
Team Hewins
Redwood City,
California
|
$1.59M
|
+$113K
|
+1,833
|
+8%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.48M
|
+$411K
|
+6,645
|
+38%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.47M
|
+$90.7K
|
+1,468
|
+7%
|
|
|
24
|
|
$1.45M
|
+$1.44M
|
+23,358
|
New
|
|
|
25
|
|
$1.43M
|
+$1.42M
|
+23,020
|
New
|
|
