|
1
|
Jordan Park Group
San Francisco,
California
|
$103M
|
+$1.9M
|
+36,223
|
+2%
|
|
|
2
|
|
$14.2M
|
+$14.6M
|
+278,519
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$11.9M
|
+226,744
|
New
|
|
|
4
|
Allen Investment Management
New York
|
$5.07M
|
–
|
–
|
–
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.91M
|
+$5.05M
|
+96,342
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.68M
|
+$4.81M
|
+91,761
|
New
|
|
|
7
|
|
$2.84M
|
+$2.92M
|
+55,755
|
New
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$984K
|
+$1.01M
|
+19,316
|
New
|
|
|
9
|
Parallel Advisors
San Francisco,
California
|
$113K
|
+$116K
|
+2,208
|
New
|
|
|
10
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$15K
|
+$15.7K
|
+300
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
+$15.7K
|
+300
|
New
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$10K
|
+$10.5K
|
+200
|
New
|
|
|
13
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5K
|
+$5.24K
|
+100
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
+$3.67K
|
+70
|
New
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
–
|
-$1.57M
|
-30,824
|
Closed
|
|
