1
Vanguard Advisers
$508.1M
1.7%
+3.8%
3.84M
Jun 30, 2026
2
Wealthfront Advisers
$240.6M
0.5%
+1.6%
1.82M
Jun 30, 2026
3
Morgan Stanley
$227.7M
<0.1%
+2.5%
1.72M
Jun 30, 2026
4
Creative Planning
$193.8M
0.1%
+0.5%
1.47M
Jun 30, 2026
5
Visa Foundation Filing dated Sep 30, 2026
$143.8M
93.5%
-3.3%
1.06M
Sep 30, 2026
6
Raymond James Financial
$88.3M
<0.1%
+0.5%
668.0K
Jun 30, 2026
7
Betterment
$78.8M
0.1%
-1.5%
596.1K
Jun 30, 2026
8
Bank of America
$75.8M
<0.1%
-0.8%
573.3K
Jun 30, 2026
9
Stanich Group Filing dated Sep 30, 2026
$75.7M
36.5%
+1.3%
558.5K
Sep 30, 2026
10
IMPACTfolio Filing dated Sep 30, 2026
$69.3M
25.3%
+2.4%
511.6K
Sep 30, 2026
11
Royal Bank of Canada
$64.4M
<0.1%
+6.1%
487.1K
Jun 30, 2026
12
Baird Financial Group
$58.5M
0.1%
+3.2%
442.5K
Jun 30, 2026
13
Apella Capital Filing dated Sep 30, 2026
$56.3M
0.7%
-1.7%
408.1K
Sep 30, 2026
14
SCS Capital Management
$51.7M
0.5%
+0.2%
391.2K
Jun 30, 2026
15
Crewe Advisors
$48.2M
3.5%
+0.0%
364.7K
Jun 30, 2026
16
IMA Advisory Services
$46.2M
2.9%
+28.0%
349.5K
Jun 30, 2026
17
Facet Wealth
$45.9M
0.7%
-3.3%
347.4K
Jun 30, 2026
18
Mather Group Filing dated Sep 30, 2026
$44.6M
0.4%
+2.1%
328.7K
Sep 30, 2026
19
Platt Investment Counsel Filing dated Sep 30, 2026
$43.1M
29.7%
-8.8%
318.0K
Sep 30, 2026
20
Sellwood Investment Partners
$41.6M
14.7%
-6.3%
314.3K
Jun 30, 2026