|
1
|
Jordan Park Group
San Francisco,
California
|
$64.6M
|
+$309K
|
+5,935
|
+0.5%
|
|
|
2
|
|
$36M
|
+$9.2M
|
+176,471
|
+35%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.4M
|
+$19.1M
|
+367,130
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.79M
|
-$489K
|
-9,382
|
-5%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6.51M
|
-$381K
|
-7,306
|
-6%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.96M
|
+$236K
|
+4,534
|
+4%
|
|
|
7
|
Allen Investment Management
New York
|
$5.26M
|
–
|
–
|
–
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$2.98M
|
+$1.11M
|
+21,256
|
+60%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.52M
|
+$2.49M
|
+47,664
|
New
|
|
|
10
|
Tower Research Capital (TRC)
New York
|
$2.42M
|
+$2.39M
|
+45,829
|
New
|
|
|
11
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.83M
|
+$314K
|
+6,022
|
+21%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$964K
|
+$950K
|
+18,219
|
New
|
|
|
14
|
Abacus Wealth Partners
Santa Monica,
California
|
$487K
|
+$18.6K
|
+357
|
+4%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$478K
|
+$46.5K
|
+892
|
+11%
|
|
|
16
|
Stephens Consulting
Flint,
Michigan
|
$416K
|
+$181K
|
+3,479
|
+79%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$332K
|
+$328K
|
+6,284
|
New
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$249K
|
+$245K
|
+4,700
|
New
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$226K
|
–
|
–
|
–
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$201K
|
+$198K
|
+3,791
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$111K
|
+$88.6K
|
+1,700
|
+425%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$54K
|
+$42.9K
|
+823
|
+400%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$52K
|
+$51K
|
+978
|
New
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$49K
|
–
|
–
|
–
|
|
|
25
|
Howe & Rusling
Rochester,
New York
|
$15K
|
+$1.25K
|
+24
|
+9%
|
|
