|
1
|
|
$111M
|
+$13.4M
|
+200,030
|
+15%
|
|
|
2
|
Angeles Investment Advisors
Santa Monica,
California
|
$76.7M
|
+$12.9M
|
+192,625
|
+22%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$73.9M
|
+$11.6M
|
+172,686
|
+20%
|
|
|
4
|
|
$42.1M
|
-$559K
|
-8,326
|
-1%
|
|
|
5
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$34.7M
|
–
|
–
|
–
|
|
|
6
|
|
$29.2M
|
+$1.71M
|
+25,531
|
+7%
|
|
|
7
|
|
$20.2M
|
+$5.48M
|
+81,537
|
+41%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$13.8M
|
-$499K
|
-7,428
|
-4%
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$13.5M
|
+$158K
|
+2,350
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$905K
|
-13,474
|
-7%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.96M
|
+$4.13M
|
+61,480
|
+82%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$9.32M
|
-$195K
|
-2,898
|
-2%
|
|
|
13
|
|
$8.41M
|
+$6.72M
|
+100,051
|
+644%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.25M
|
–
|
–
|
–
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$7.44M
|
+$585K
|
+8,704
|
+9%
|
|
|
16
|
Values Added Financial
Washington,
District of Columbia
|
$7.23M
|
+$59.2K
|
+882
|
+0.9%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.44M
|
+$56.5K
|
+841
|
+1%
|
|
|
18
|
Financial Insights
Tacoma,
Washington
|
$5.23M
|
-$2.3M
|
-34,181
|
-32%
|
|
|
19
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.85M
|
–
|
–
|
–
|
|
|
20
|
A&I Financial Services
Lone Tree,
Colorado
|
$3.15M
|
+$132K
|
+1,960
|
+5%
|
|
|
21
|
Bank of New York Mellon
New York
|
$3M
|
-$61.7K
|
-918
|
-2%
|
|
|
22
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.47M
|
+$2.28M
|
+33,955
|
New
|
|
|
23
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$2.47M
|
-$1.81M
|
-26,888
|
-44%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.31M
|
-$854K
|
-12,718
|
-48%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.15M
|
–
|
–
|
–
|
|
