|
1
|
|
$143M
|
+$437K
|
+5,117
|
+0.3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$106M
|
+$1.62M
|
+18,987
|
+2%
|
|
|
3
|
Angeles Investment Advisors
Santa Monica,
California
|
$78.4M
|
+$10.6M
|
+124,758
|
+16%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$69.7M
|
+$125K
|
+1,468
|
+0.2%
|
|
|
5
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$45.2M
|
+$6.85M
|
+80,305
|
+19%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$42M
|
–
|
–
|
–
|
|
|
7
|
|
$34.5M
|
+$1.16M
|
+13,642
|
+4%
|
|
|
8
|
|
$24.7M
|
-$5.72M
|
-67,073
|
-19%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.6M
|
+$3.24M
|
+37,943
|
+22%
|
|
|
10
|
|
$17.1M
|
-$13M
|
-152,221
|
-44%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$16.5M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$15.4K
|
-180
|
-0.1%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$14.8M
|
+$3.04M
|
+35,588
|
+27%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.1M
|
-$47.2K
|
-553
|
-0.3%
|
|
|
15
|
|
$12.5M
|
+$740K
|
+8,678
|
+7%
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$10.9M
|
-$101K
|
-1,184
|
-0.9%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.76M
|
-$42.7K
|
-500
|
-0.4%
|
|
|
18
|
Values Added Financial
Washington,
District of Columbia
|
$7.56M
|
+$167K
|
+1,954
|
+2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.71M
|
-$369K
|
-4,322
|
-6%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.56M
|
+$2.11M
|
+24,746
|
+65%
|
|
|
21
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$4.52M
|
-$4.18M
|
-48,957
|
-49%
|
|
|
22
|
Modern Wealth Management
Lenexa,
Kansas
|
$4.09M
|
+$1.3M
|
+15,225
|
+49%
|
|
|
23
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.77M
|
+$880K
|
+10,317
|
+32%
|
|
|
24
|
A&I Financial Services
Lone Tree,
Colorado
|
$3.74M
|
-$119K
|
-1,390
|
-3%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.54M
|
-$102K
|
-1,192
|
-3%
|
|
