|
1
|
|
$86.4M
|
+$3.19M
|
+46,253
|
+4%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$56.4M
|
–
|
–
|
–
|
|
|
3
|
Angeles Investment Advisors
Santa Monica,
California
|
$56.4M
|
+$6.66M
|
+96,480
|
+13%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55.2M
|
+$2.12M
|
+30,632
|
+4%
|
|
|
5
|
|
$38.4M
|
-$1.11M
|
-16,054
|
-3%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$31.2M
|
–
|
–
|
–
|
|
|
7
|
|
$24.6M
|
+$265K
|
+3,836
|
+1%
|
|
|
8
|
|
$12.9M
|
+$10.2M
|
+147,170
|
+295%
|
|
|
9
|
Litman Gregory Wealth Management
Larkspur,
California
|
$12.9M
|
+$155K
|
+2,240
|
+1%
|
|
|
10
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$11.9M
|
-$25.7K
|
-372
|
-0.2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$1.1M
|
+15,883
|
+10%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$8.22M
|
+$925K
|
+13,395
|
+12%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.42M
|
–
|
–
|
–
|
|
|
14
|
Financial Insights
Tacoma,
Washington
|
$6.93M
|
-$655K
|
-9,490
|
-8%
|
|
|
15
|
Values Added Financial
Washington,
District of Columbia
|
$6.44M
|
+$46.1K
|
+668
|
+0.7%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$6.12M
|
+$650K
|
+9,408
|
+11%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.93M
|
+$222K
|
+3,214
|
+4%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.93M
|
+$222K
|
+3,214
|
+4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.83M
|
-$287K
|
-4,159
|
-5%
|
|
|
20
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.36M
|
+$20.7K
|
+300
|
+0.5%
|
|
|
21
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3.98M
|
-$148K
|
-2,150
|
-3%
|
|
|
22
|
Bank of New York Mellon
New York
|
$2.76M
|
-$259K
|
-3,745
|
-8%
|
|
|
23
|
A&I Financial Services
Lone Tree,
Colorado
|
$2.7M
|
+$171K
|
+2,480
|
+6%
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.94M
|
–
|
–
|
–
|
|
|
25
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.73M
|
+$143K
|
+2,073
|
+9%
|
|
