|
1
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$126M
|
+$127M
|
+2,005,896
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
+$116M
|
+1,826,926
|
+7,105%
|
|
|
3
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$69.1M
|
–
|
–
|
–
|
|
|
4
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$32.5M
|
+$4.55M
|
+71,678
|
+16%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$18.2M
|
+$544K
|
+8,557
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$436K
|
+6,854
|
+3%
|
|
|
7
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$13.3M
|
+$1.4M
|
+22,081
|
+12%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$13M
|
+$7.56M
|
+118,903
|
+136%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$11.1M
|
+$11.3M
|
+177,265
|
New
|
|
|
10
|
DeDora Capital
Napa,
California
|
$11.1M
|
+$959K
|
+15,087
|
+9%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$11M
|
+$83.2K
|
+1,309
|
+0.8%
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.73M
|
+$595K
|
+9,359
|
+6%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$9.5M
|
+$918K
|
+14,445
|
+11%
|
|
|
14
|
IMA Advisory Services
Denver,
Colorado
|
$9.41M
|
+$71.3K
|
+1,122
|
+0.8%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.69M
|
-$602K
|
-9,476
|
-6%
|
|
|
16
|
|
$6.07M
|
+$1.02M
|
+15,986
|
+20%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.88M
|
+$826K
|
+12,995
|
+16%
|
|
|
18
|
North Berkeley Wealth Management
Berkeley,
California
|
$5.01M
|
+$5.07M
|
+79,748
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.48M
|
+$1.54M
|
+24,263
|
+52%
|
|
|
20
|
|
$4.44M
|
+$1.45M
|
+22,842
|
+48%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.33M
|
+$306K
|
+4,818
|
+8%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.06M
|
+$1.08M
|
+17,071
|
+36%
|
|
|
23
|
Human Investing
Lake Oswego,
Oregon
|
$4.04M
|
-$34.8K
|
-548
|
-0.8%
|
|
|
24
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.04M
|
+$20.2K
|
+318
|
+0.7%
|
|
|
25
|
Pearl Planning
Dexter,
Michigan
|
$2.61M
|
+$337K
|
+5,307
|
+15%
|
|
