|
1
|
|
$74.2M
|
+$13.9M
|
+285,243
|
+25%
|
|
|
2
|
Jordan Park Group
San Francisco,
California
|
$66.3M
|
-$597K
|
-12,232
|
-0.9%
|
|
|
3
|
|
$49.4M
|
+$1.41M
|
+28,991
|
+3%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21M
|
-$88.6K
|
-1,817
|
-0.4%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$9.82M
|
+$9.28M
|
+190,282
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.42M
|
+$502K
|
+10,298
|
+6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.99M
|
+$7.55M
|
+154,866
|
New
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$6M
|
+$804K
|
+16,491
|
+17%
|
|
|
9
|
|
$5.28M
|
+$4.99M
|
+102,324
|
New
|
|
|
10
|
Values Added Financial
Washington,
District of Columbia
|
$5.05M
|
+$4.77M
|
+97,816
|
New
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$5.02M
|
-$368K
|
-7,545
|
-7%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.66M
|
-$64.4K
|
-1,320
|
-1%
|
|
|
13
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.4M
|
+$4.16M
|
+85,268
|
New
|
|
|
14
|
Angeles Investment Advisors
Santa Monica,
California
|
$3.21M
|
-$18.5M
|
-379,681
|
-86%
|
|
|
15
|
Financial Insights
Tacoma,
Washington
|
$2.32M
|
+$532K
|
+10,903
|
+32%
|
|
|
16
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.59M
|
-$31.7K
|
-649
|
-2%
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$1.08M
|
+$1.03M
|
+21,013
|
New
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$997K
|
–
|
–
|
–
|
|
|
19
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$938K
|
+$29.6K
|
+606
|
+3%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$768K
|
+$66.4K
|
+1,361
|
+10%
|
|
|
21
|
Abacus Wealth Partners
Santa Monica,
California
|
$465K
|
+$3.61K
|
+74
|
+0.8%
|
|
|
22
|
|
$432K
|
-$1.61K
|
-33
|
-0.4%
|
|
|
23
|
Portland Global Advisors
Portland,
Maine
|
$432K
|
–
|
–
|
–
|
|
|
24
|
Valeo Financial Advisors
Carmel,
Indiana
|
$373K
|
–
|
–
|
–
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$337K
|
+$318K
|
+6,525
|
New
|
|
