|
1
|
|
$87.7M
|
+$3.12M
|
+45,166
|
+4%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$56.4M
|
+$594K
|
+8,595
|
+1%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55.9M
|
+$4.85M
|
+70,162
|
+9%
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$52.7M
|
+$17.6M
|
+254,655
|
+50%
|
|
|
5
|
|
$41.5M
|
-$2.6M
|
-37,643
|
-6%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$32.8M
|
–
|
–
|
–
|
|
|
7
|
|
$25.6M
|
-$165K
|
-2,385
|
-0.6%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$13.4M
|
+$384K
|
+5,560
|
+3%
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$12.6M
|
-$165K
|
-2,385
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$9.05K
|
+131
|
+0.1%
|
|
|
11
|
Financial Insights
Tacoma,
Washington
|
$7.95M
|
+$576K
|
+8,340
|
+8%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$7.91M
|
+$632K
|
+9,153
|
+9%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.8M
|
-$81.2K
|
-1,175
|
-1%
|
|
|
14
|
Values Added Financial
Washington,
District of Columbia
|
$6.73M
|
+$156K
|
+2,255
|
+2%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$5.79M
|
+$1.63M
|
+23,642
|
+39%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.37M
|
-$390K
|
-5,639
|
-7%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.97M
|
+$388K
|
+5,617
|
+8%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.97M
|
+$388K
|
+5,617
|
+8%
|
|
|
19
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.56M
|
+$3.76M
|
+54,350
|
+453%
|
|
|
20
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$4.33M
|
+$848K
|
+12,275
|
+24%
|
|
|
21
|
|
$3.43M
|
+$3.44M
|
+49,807
|
New
|
|
|
22
|
Bank of New York Mellon
New York
|
$3.16M
|
-$151K
|
-2,181
|
-5%
|
|
|
23
|
A&I Financial Services
Lone Tree,
Colorado
|
$2.67M
|
+$2.68M
|
+38,818
|
New
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.04M
|
–
|
–
|
–
|
|
|
25
|
Two Sigma Investments
New York
|
$1.93M
|
+$1.93M
|
+28,000
|
New
|
|
