|
1
|
Jordan Park Group
San Francisco,
California
|
$54.8M
|
+$1.47M
|
+30,793
|
+3%
|
|
|
2
|
|
$35.2M
|
+$5.94M
|
+124,513
|
+18%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18.3M
|
+$2.4M
|
+50,336
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.2M
|
-$86.4K
|
-1,812
|
-1%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6.96M
|
+$1.71M
|
+35,885
|
+29%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.19M
|
-$812K
|
-17,038
|
-15%
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$2.47M
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.37M
|
+$304K
|
+6,380
|
+13%
|
|
|
9
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.55M
|
+$15.1K
|
+316
|
+0.9%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$1.35M
|
+$1.17M
|
+24,609
|
+392%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$845K
|
–
|
–
|
–
|
|
|
12
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$721K
|
+$785K
|
+16,472
|
New
|
|
|
13
|
Financial Insights
Tacoma,
Washington
|
$686K
|
+$747K
|
+15,673
|
New
|
|
|
14
|
Stephens Consulting
Flint,
Michigan
|
$457K
|
+$123K
|
+2,583
|
+33%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$397K
|
+$1.53K
|
+32
|
+0.4%
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
$387K
|
-$17K
|
-357
|
-4%
|
|
|
17
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$222K
|
+$242K
|
+5,065
|
New
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$219K
|
+$14.8K
|
+310
|
+7%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$211K
|
-$1.96M
|
-41,017
|
-90%
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$184K
|
+$48
|
+1
|
+0%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92K
|
–
|
–
|
–
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$43K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$13K
|
-$35.1K
|
-736
|
-72%
|
|
|
25
|
Howe & Rusling
Rochester,
New York
|
$13K
|
+$1.14K
|
+24
|
+8%
|
|
