|
1
|
Jordan Park Group
San Francisco,
California
|
$61.7M
|
+$63.2K
|
+1,365
|
+0.1%
|
|
|
2
|
|
$54.9M
|
+$15.1M
|
+325,887
|
+39%
|
|
|
3
|
|
$44.1M
|
+$1.32M
|
+28,519
|
+3%
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$21M
|
+$45.4K
|
+981
|
+0.2%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.4M
|
-$1.84M
|
-39,768
|
-9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.2M
|
+$497K
|
+10,733
|
+7%
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$4.99M
|
–
|
–
|
–
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$4.75M
|
+$249K
|
+5,390
|
+6%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.36M
|
-$51K
|
-1,102
|
-1%
|
|
|
10
|
Financial Insights
Tacoma,
Washington
|
$1.62M
|
+$380K
|
+8,205
|
+32%
|
|
|
11
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.5M
|
+$27.5K
|
+594
|
+2%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$147K
|
+3,180
|
+14%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$919K
|
–
|
–
|
–
|
|
|
14
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$836K
|
+$127K
|
+2,746
|
+19%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$644K
|
+$38.7K
|
+837
|
+7%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$582K
|
+$566K
|
+12,229
|
New
|
|
|
17
|
|
$512K
|
+$498K
|
+10,753
|
New
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$505K
|
-$48.4K
|
-1,046
|
-9%
|
|
|
19
|
Abacus Wealth Partners
Santa Monica,
California
|
$427K
|
–
|
–
|
–
|
|
|
20
|
|
$400K
|
+$331K
|
+7,147
|
+564%
|
|
|
21
|
Portland Global Advisors
Portland,
Maine
|
$399K
|
–
|
–
|
–
|
|
|
22
|
Stephens Consulting
Flint,
Michigan
|
$364K
|
–
|
–
|
–
|
|
|
23
|
Valeo Financial Advisors
Carmel,
Indiana
|
$344K
|
+$335K
|
+7,235
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$227K
|
+$2.45K
|
+53
|
+1%
|
|
|
25
|
Caprock Group
Boise,
Idaho
|
$221K
|
+$509
|
+11
|
+0.2%
|
|
