|
1
|
|
$81.7M
|
+$10.3M
|
+199,094
|
+14%
|
|
|
2
|
Jordan Park Group
San Francisco,
California
|
$63.9M
|
-$252K
|
-4,855
|
-0.4%
|
|
|
3
|
|
$48.2M
|
+$466K
|
+8,988
|
+0.9%
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$28.3M
|
+$26.2M
|
+505,515
|
+811%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.8M
|
+$15.6M
|
+301,376
|
+195%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.2M
|
+$649K
|
+12,528
|
+3%
|
|
|
7
|
Litman Gregory Wealth Management
Larkspur,
California
|
$9.46M
|
-$37.5K
|
-723
|
-0.4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8.08M
|
-$1.06M
|
-20,515
|
-11%
|
|
|
9
|
|
$7.56M
|
+$2.55M
|
+49,154
|
+48%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$6.15M
|
+$362K
|
+6,978
|
+6%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$5.71M
|
+$1.51M
|
+29,134
|
+34%
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$5.15M
|
+$5.35M
|
+103,209
|
New
|
|
|
13
|
Values Added Financial
Washington,
District of Columbia
|
$5.12M
|
+$246K
|
+4,752
|
+5%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.3M
|
-$215K
|
-4,145
|
-5%
|
|
|
15
|
Financial Insights
Tacoma,
Washington
|
$2.97M
|
+$824K
|
+15,902
|
+35%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.88M
|
+$2.99M
|
+57,662
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.55M
|
+$2.65M
|
+51,148
|
New
|
|
|
18
|
GTS Securities
Miami,
Florida
|
$1.53M
|
+$500K
|
+9,649
|
+46%
|
|
|
19
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.52M
|
-$18.5K
|
-357
|
-1%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.16M
|
+$436K
|
+8,407
|
+56%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$963K
|
–
|
–
|
–
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$832K
|
+$864K
|
+16,683
|
New
|
|
|
23
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$796K
|
-$114K
|
-2,208
|
-12%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$711K
|
+$588K
|
+11,353
|
+391%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$532K
|
+$228K
|
+4,398
|
+70%
|
|
