|
1
|
|
$126M
|
+$1.31M
|
+16,436
|
+1%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$87.6M
|
+$235K
|
+2,960
|
+0.3%
|
|
|
3
|
Angeles Investment Advisors
Santa Monica,
California
|
$64.3M
|
+$5.68M
|
+71,470
|
+10%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$62.7M
|
-$1.18M
|
-14,802
|
-2%
|
|
|
5
|
|
$42.4M
|
-$3.31M
|
-41,682
|
-7%
|
|
|
6
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$38.2M
|
–
|
–
|
–
|
|
|
7
|
|
$30.3M
|
-$1.07M
|
-13,401
|
-3%
|
|
|
8
|
|
$29.3M
|
+$182K
|
+2,286
|
+0.6%
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$15.2M
|
+$82.5K
|
+1,038
|
+0.6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$692K
|
+8,703
|
+5%
|
|
|
11
|
Litman Gregory Wealth Management
Larkspur,
California
|
$14.1M
|
-$409K
|
-5,141
|
-3%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.1M
|
+$958K
|
+12,049
|
+8%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$10.5M
|
+$2.01M
|
+25,217
|
+24%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$10M
|
-$62.6K
|
-787
|
-0.6%
|
|
|
15
|
|
$10M
|
+$238K
|
+2,994
|
+2%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.92M
|
-$37.4K
|
-470
|
-0.4%
|
|
|
17
|
Values Added Financial
Washington,
District of Columbia
|
$6.95M
|
-$65.8K
|
-827
|
-0.9%
|
|
|
18
|
Contango Wealth Management
Oakland,
California
|
$6.65M
|
+$6.59M
|
+82,837
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.05M
|
-$133K
|
-1,675
|
-2%
|
|
|
20
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.4M
|
+$44.4K
|
+558
|
+0.8%
|
|
|
21
|
Financial Insights
Tacoma,
Washington
|
$4.27M
|
-$892K
|
-11,222
|
-17%
|
|
|
22
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.93M
|
+$109K
|
+1,374
|
+3%
|
|
|
23
|
A&I Financial Services
Lone Tree,
Colorado
|
$3.62M
|
+$126K
|
+1,579
|
+4%
|
|
|
24
|
Bank of New York Mellon
New York
|
$3.21M
|
-$26K
|
-327
|
-0.8%
|
|
|
25
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.72M
|
+$679K
|
+8,535
|
+34%
|
|
