|
1
|
|
$123M
|
+$3.42M
|
+42,846
|
+3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$90.1M
|
+$7.05M
|
+88,256
|
+8%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$60.2M
|
+$1.12M
|
+14,014
|
+2%
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$58.3M
|
-$2.9M
|
-36,383
|
-5%
|
|
|
5
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$36.4M
|
–
|
–
|
–
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$33M
|
+$34.5M
|
+432,269
|
New
|
|
|
7
|
|
$28.8M
|
-$38.4K
|
-481
|
-0.1%
|
|
|
8
|
|
$26.4M
|
-$1.53M
|
-19,172
|
-5%
|
|
|
9
|
|
$25.9M
|
-$14.3M
|
-178,962
|
-34%
|
|
|
10
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$14.3M
|
-$194K
|
-2,427
|
-1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$736K
|
+9,215
|
+5%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.2M
|
+$848K
|
+10,620
|
+7%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.3M
|
+$12.8M
|
+160,815
|
New
|
|
|
14
|
|
$10.1M
|
+$643K
|
+8,052
|
+6%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$10.1M
|
+$100K
|
+1,255
|
+1%
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$9.53M
|
-$19.4K
|
-243
|
-0.2%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.48M
|
–
|
–
|
–
|
|
|
18
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$7.64M
|
+$4.09M
|
+51,206
|
+105%
|
|
|
19
|
Values Added Financial
Washington,
District of Columbia
|
$6.39M
|
-$226K
|
-2,826
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.27M
|
-$505K
|
-6,328
|
-8%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.18M
|
+$41.9K
|
+525
|
+0.8%
|
|
|
22
|
Financial Insights
Tacoma,
Washington
|
$3.86M
|
-$207K
|
-2,595
|
-5%
|
|
|
23
|
Contango Wealth Management
Oakland,
California
|
$3.83M
|
-$2.61M
|
-32,663
|
-39%
|
|
|
24
|
A&I Financial Services
Lone Tree,
Colorado
|
$3.35M
|
-$100K
|
-1,257
|
-3%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.15M
|
+$104K
|
+1,302
|
+3%
|
|
