|
1
|
|
$122M
|
+$2.67M
|
+35,377
|
+2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$85.5M
|
+$5.47M
|
+72,474
|
+7%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$62M
|
+$59.6M
|
+790,255
|
New
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$57.3M
|
-$24.5M
|
-324,975
|
-31%
|
|
|
5
|
|
$44.7M
|
-$638K
|
-8,450
|
-1%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$37.4M
|
–
|
–
|
–
|
|
|
7
|
|
$30.7M
|
-$770K
|
-10,206
|
-3%
|
|
|
8
|
|
$28.5M
|
+$6.39M
|
+84,707
|
+30%
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$14.8M
|
+$247K
|
+3,273
|
+2%
|
|
|
10
|
Litman Gregory Wealth Management
Larkspur,
California
|
$14.2M
|
-$622K
|
-8,244
|
-4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$49K
|
+649
|
+0.4%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.8M
|
+$1.06M
|
+14,001
|
+10%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$9.96M
|
+$122K
|
+1,613
|
+1%
|
|
|
14
|
|
$9.55M
|
+$458K
|
+6,074
|
+5%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.76M
|
-$138K
|
-1,832
|
-2%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$8.28M
|
+$250K
|
+3,312
|
+3%
|
|
|
17
|
Values Added Financial
Washington,
District of Columbia
|
$6.86M
|
-$900K
|
-11,928
|
-12%
|
|
|
18
|
Arax Advisory Partners
Denver,
Colorado
|
$6.76M
|
+$12M
|
+159,397
|
+2,985%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.05M
|
+$171K
|
+2,269
|
+3%
|
|
|
20
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.24M
|
+$7.17K
|
+95
|
+0.1%
|
|
|
21
|
Financial Insights
Tacoma,
Washington
|
$5.06M
|
-$560K
|
-7,415
|
-10%
|
|
|
22
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.73M
|
+$1.03M
|
+13,633
|
+40%
|
|
|
23
|
A&I Financial Services
Lone Tree,
Colorado
|
$3.43M
|
+$20.2K
|
+268
|
+0.6%
|
|
|
24
|
Bank of New York Mellon
New York
|
$3.17M
|
-$69.1K
|
-915
|
-2%
|
|
|
25
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.65M
|
+$1.51M
|
+20,041
|
+146%
|
|
