|
1
|
|
$75.5M
|
+$13M
|
+211,684
|
+22%
|
|
|
2
|
Angeles Investment Advisors
Santa Monica,
California
|
$68.7M
|
+$1.85M
|
+30,222
|
+3%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$46.2M
|
+$2.76M
|
+45,128
|
+7%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.9M
|
+$68.4K
|
+1,117
|
+0.2%
|
|
|
5
|
|
$41.8M
|
-$2.94M
|
-48,053
|
-7%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$30.3M
|
–
|
–
|
–
|
|
|
7
|
|
$24M
|
+$10.9M
|
+178,080
|
+89%
|
|
|
8
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$11.9M
|
-$53.3K
|
-870
|
-0.5%
|
|
|
9
|
Litman Gregory Wealth Management
Larkspur,
California
|
$11.1M
|
-$45.8K
|
-748
|
-0.4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$7.71K
|
+126
|
+0.1%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.29M
|
–
|
–
|
–
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$6.64M
|
-$74.7K
|
-1,220
|
-1%
|
|
|
13
|
Financial Insights
Tacoma,
Washington
|
$6.37M
|
+$817K
|
+13,353
|
+15%
|
|
|
14
|
Values Added Financial
Washington,
District of Columbia
|
$5.99M
|
-$89.5K
|
-1,462
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.21M
|
-$386K
|
-6,308
|
-7%
|
|
|
16
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3.34M
|
-$69.4K
|
-1,133
|
-2%
|
|
|
17
|
Bank of New York Mellon
New York
|
$3.16M
|
-$223K
|
-3,642
|
-7%
|
|
|
18
|
GTS Securities
Miami,
Florida
|
$2.75M
|
-$659K
|
-10,769
|
-20%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.74M
|
+$1.67M
|
+27,308
|
New
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.54M
|
-$129K
|
-2,108
|
-8%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
-$646K
|
-10,562
|
-31%
|
|
|
22
|
Brighton Jones LLC
Seattle,
Washington
|
$1.34M
|
+$184
|
+3
|
+0%
|
|
|
23
|
Aspiriant LLC
Los Angeles,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
24
|
|
$1.1M
|
+$130K
|
+2,120
|
+14%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1.07M
|
+$392K
|
+6,409
|
+62%
|
|
