|
1
|
Angeles Investment Advisors
Santa Monica,
California
|
$64.3M
|
+$2.08M
|
+35,764
|
+4%
|
|
|
2
|
|
$59.8M
|
+$647K
|
+11,113
|
+1%
|
|
|
3
|
|
$43.2M
|
-$57.1M
|
-979,827
|
-58%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.2M
|
+$6.15M
|
+105,602
|
+18%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$41.8M
|
+$716K
|
+12,294
|
+2%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$29.2M
|
–
|
–
|
–
|
|
|
7
|
|
$12.2M
|
-$8.76M
|
-150,298
|
-43%
|
|
|
8
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$11.5M
|
+$2.06M
|
+35,397
|
+23%
|
|
|
9
|
Litman Gregory Wealth Management
Larkspur,
California
|
$10.7M
|
-$701K
|
-12,038
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$990K
|
-16,999
|
-9%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.02M
|
–
|
–
|
–
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$6.47M
|
+$1.28M
|
+22,026
|
+26%
|
|
|
13
|
Values Added Financial
Washington,
District of Columbia
|
$5.86M
|
+$132K
|
+2,274
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.41M
|
+$532K
|
+9,127
|
+12%
|
|
|
15
|
Financial Insights
Tacoma,
Washington
|
$5.32M
|
+$755K
|
+12,966
|
+18%
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$3.31M
|
+$2.52M
|
+43,184
|
+396%
|
|
|
17
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3.29M
|
-$39K
|
-669
|
-1%
|
|
|
18
|
Bank of New York Mellon
New York
|
$3.27M
|
+$696K
|
+11,952
|
+29%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.09M
|
-$467K
|
-8,025
|
-19%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.61M
|
+$103K
|
+1,761
|
+7%
|
|
|
21
|
Brighton Jones LLC
Seattle,
Washington
|
$1.29M
|
+$117
|
+2
|
+0%
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$1.24M
|
-$34.5K
|
-593
|
-3%
|
|
|
23
|
Aspiriant LLC
Los Angeles,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
25
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$978K
|
–
|
–
|
–
|
|
