|
1
|
|
$82.4M
|
+$2.71M
|
+41,940
|
+4%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$53.3M
|
+$4.38M
|
+67,742
|
+9%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.8M
|
+$3.39M
|
+52,430
|
+8%
|
|
|
4
|
|
$42.9M
|
-$1.11M
|
-17,129
|
-3%
|
|
|
5
|
Angeles Investment Advisors
Santa Monica,
California
|
$34.2M
|
-$36.8M
|
-569,825
|
-53%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$32M
|
–
|
–
|
–
|
|
|
7
|
|
$25.1M
|
-$197K
|
-3,045
|
-0.8%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$12.7M
|
+$964K
|
+14,912
|
+9%
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$12.4M
|
-$86.8K
|
-1,343
|
-0.7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
+$52.2K
|
+807
|
+0.5%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.68M
|
–
|
–
|
–
|
|
|
12
|
Financial Insights
Tacoma,
Washington
|
$7.18M
|
+$452K
|
+6,993
|
+7%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$7.09M
|
+$21.2K
|
+328
|
+0.3%
|
|
|
14
|
Values Added Financial
Washington,
District of Columbia
|
$6.41M
|
+$86K
|
+1,331
|
+1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.61M
|
+$114K
|
+1,761
|
+2%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.46M
|
+$3.64M
|
+56,231
|
+544%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.46M
|
+$3.64M
|
+56,231
|
+544%
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$4.06M
|
+$2.66M
|
+41,177
|
+213%
|
|
|
19
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3.4M
|
-$123K
|
-1,899
|
-4%
|
|
|
20
|
Bank of New York Mellon
New York
|
$3.23M
|
-$106K
|
-1,647
|
-3%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.99M
|
+$150K
|
+2,315
|
+8%
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.62M
|
+$3.04K
|
+47
|
+0.2%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
-$153K
|
-2,363
|
-10%
|
|
|
24
|
Brighton Jones LLC
Seattle,
Washington
|
$1.42M
|
+$194
|
+3
|
+0%
|
|
|
25
|
|
$1.17M
|
+$13.1K
|
+203
|
+1%
|
|
