|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$80.4M
|
+$13.1M
|
+206,994
|
+19%
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$68.2M
|
+$69.5M
|
+1,100,000
|
New
|
|
|
3
|
Essential Planning
Portsmouth,
New Hampshire
|
$26M
|
+$25.6M
|
+405,373
|
+6,358%
|
|
|
4
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$19.7M
|
-$1.06M
|
-16,733
|
-5%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$15.8M
|
+$1.21M
|
+19,102
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$1.09M
|
+17,189
|
+8%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$12.2M
|
+$183K
|
+2,898
|
+1%
|
|
|
8
|
DeDora Capital
Napa,
California
|
$10.7M
|
+$146K
|
+2,305
|
+1%
|
|
|
9
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$9.47M
|
+$1.13M
|
+17,917
|
+13%
|
|
|
10
|
Modera Wealth Management
Westwood,
New Jersey
|
$8.57M
|
+$64.6K
|
+1,023
|
+0.7%
|
|
|
11
|
Wealthfront Advisers
Palo Alto,
California
|
$7.69M
|
+$7.84M
|
+124,117
|
New
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.52M
|
+$173K
|
+2,740
|
+3%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$6.29M
|
+$1.73M
|
+27,434
|
+37%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.01M
|
+$579K
|
+9,170
|
+13%
|
|
|
15
|
|
$4.35M
|
-$174K
|
-2,754
|
-4%
|
|
|
16
|
Human Investing
Lake Oswego,
Oregon
|
$3.34M
|
+$68.8K
|
+1,089
|
+2%
|
|
|
17
|
|
$3.17M
|
-$932K
|
-14,760
|
-23%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
+$89.6K
|
+1,419
|
+3%
|
|
|
19
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.67M
|
+$269K
|
+4,264
|
+11%
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.57M
|
+$766K
|
+12,119
|
+41%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.48M
|
+$378K
|
+5,989
|
+18%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.02M
|
+$34.1K
|
+540
|
+2%
|
|
|
23
|
BetterWealth
San Jose,
California
|
$2.01M
|
+$284K
|
+4,501
|
+16%
|
|
|
24
|
Team Hewins
Redwood City,
California
|
$1.72M
|
+$140K
|
+2,216
|
+9%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
-$5.56K
|
-88
|
-0.4%
|
|
