|
1
|
Jordan Park Group
San Francisco,
California
|
$68M
|
-$43.3M
|
-796,085
|
-40%
|
|
|
2
|
Silicon Valley Community Foundation
Mountain View,
California
|
$42.3M
|
+$41.1M
|
+755,426
|
New
|
|
|
3
|
|
$28.2M
|
+$12.3M
|
+225,670
|
+81%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.82M
|
-$2.78M
|
-51,172
|
-23%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7.29M
|
+$1.85M
|
+34,069
|
+35%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.05M
|
+$891K
|
+16,382
|
+18%
|
|
|
7
|
Allen Investment Management
New York
|
$5.56M
|
–
|
–
|
–
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$1.97M
|
+$1.91M
|
+35,141
|
New
|
|
|
9
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.63M
|
+$1.57M
|
+28,835
|
+9,612%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
11
|
Abacus Wealth Partners
Santa Monica,
California
|
$495K
|
+$481K
|
+8,850
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$456K
|
+$443K
|
+8,151
|
New
|
|
|
13
|
Stephens Consulting
Flint,
Michigan
|
$245K
|
+$238K
|
+4,379
|
New
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$235K
|
+$108K
|
+1,991
|
+90%
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$52K
|
+$50.2K
|
+923
|
New
|
|
|
16
|
Elmwood Wealth Management
Berkeley,
California
|
$34K
|
+$32.6K
|
+600
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
+$5.44K
|
+100
|
+33%
|
|
|
18
|
Howe & Rusling
Rochester,
New York
|
$15K
|
+$14.1K
|
+260
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$12K
|
+$11.2K
|
+206
|
New
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$11K
|
+$10.5K
|
+193
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
+$3.1K
|
+57
|
New
|
|
|
24
|
|
–
|
-$2.84M
|
-55,755
|
Closed
|
|
|
25
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
–
|
-$5K
|
-100
|
Closed
|
|
