|
1
|
Jordan Park Group
San Francisco,
California
|
$54.1M
|
+$2.27M
|
+49,205
|
+4%
|
|
|
2
|
|
$35.2M
|
–
|
–
|
–
|
|
|
3
|
Angeles Investment Advisors
Santa Monica,
California
|
$18.6M
|
+$20.4M
|
+441,000
|
New
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.3M
|
-$319K
|
-6,916
|
-2%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8.22M
|
+$1.79M
|
+38,724
|
+24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.76M
|
-$80.8K
|
-1,751
|
-1%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.93M
|
-$52.4K
|
-1,134
|
-1%
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$2.68M
|
+$1.55M
|
+33,635
|
+109%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$2.56M
|
+$235K
|
+5,090
|
+9%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.79M
|
-$508K
|
-10,993
|
-20%
|
|
|
11
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.41M
|
-$71.5K
|
-1,548
|
-4%
|
|
|
12
|
Financial Insights
Tacoma,
Washington
|
$847K
|
+$216K
|
+4,682
|
+30%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$803K
|
–
|
–
|
–
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$629K
|
-$62.2K
|
-1,348
|
-8%
|
|
|
15
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$597K
|
+$662K
|
+14,348
|
New
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$496K
|
+$131K
|
+2,845
|
+31%
|
|
|
17
|
Abacus Wealth Partners
Santa Monica,
California
|
$372K
|
+$3.88K
|
+84
|
+0.9%
|
|
|
18
|
Portland Global Advisors
Portland,
Maine
|
$349K
|
+$387K
|
+8,380
|
New
|
|
|
19
|
Stephens Consulting
Flint,
Michigan
|
$330K
|
-$116K
|
-2,518
|
-24%
|
|
|
20
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$211K
|
–
|
–
|
–
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$175K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87K
|
–
|
–
|
–
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$71.7K
|
+$79.6K
|
+1,724
|
New
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
25
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
