|
1
|
|
$93.8M
|
+$2.49M
|
+47,868
|
+3%
|
|
|
2
|
Jordan Park Group
San Francisco,
California
|
$67.1M
|
-$3.82M
|
-73,465
|
-6%
|
|
|
3
|
Angeles Investment Advisors
Santa Monica,
California
|
$56.4M
|
+$23.2M
|
+446,808
|
+79%
|
|
|
4
|
|
$53.7M
|
-$50.8K
|
-976
|
-0.1%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$37.2M
|
+$12.8M
|
+245,747
|
+58%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.5M
|
+$6.64M
|
+127,716
|
+28%
|
|
|
7
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$26.5M
|
+$24.8M
|
+476,634
|
New
|
|
|
8
|
|
$19.5M
|
+$10.3M
|
+198,650
|
+131%
|
|
|
9
|
Litman Gregory Wealth Management
Larkspur,
California
|
$10.4M
|
-$126K
|
-2,423
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$973K
|
+18,714
|
+12%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$8.47M
|
+$1.97M
|
+37,920
|
+33%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.38M
|
+$5.96M
|
+114,627
|
New
|
|
|
13
|
Values Added Financial
Washington,
District of Columbia
|
$5.2M
|
-$475K
|
-9,141
|
-9%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$4.65M
|
-$2.07M
|
-39,734
|
-32%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.4M
|
-$363K
|
-6,987
|
-8%
|
|
|
16
|
Financial Insights
Tacoma,
Washington
|
$4.11M
|
+$672K
|
+12,926
|
+21%
|
|
|
17
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3M
|
+$1.24M
|
+23,917
|
+78%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.34M
|
-$471K
|
-9,056
|
-18%
|
|
|
19
|
Bank of New York Mellon
New York
|
$2.31M
|
+$2.16M
|
+41,446
|
New
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.36M
|
+$63.4K
|
+1,219
|
+5%
|
|
|
21
|
Brighton Jones LLC
Seattle,
Washington
|
$1.17M
|
+$1.1M
|
+21,122
|
New
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$1.16M
|
+$1.09M
|
+20,871
|
New
|
|
|
23
|
Aspiriant LLC
Los Angeles,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$928K
|
–
|
–
|
–
|
|
|
25
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$888K
|
–
|
–
|
–
|
|
