|
1
|
|
$330M
|
+$1.2M
|
+4,884
|
+0.4%
|
|
|
2
|
|
$53.1M
|
+$172K
|
+697
|
+0.3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$41.9M
|
+$24.3M
|
+98,664
|
+147%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$31M
|
+$846K
|
+3,434
|
+3%
|
|
|
5
|
|
$28.8M
|
+$1.23M
|
+5,000
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$26.8M
|
-$115K
|
-468
|
-0.4%
|
|
|
7
|
Investure LLC
Charlottesville,
Virginia
|
$26.5M
|
+$175K
|
+712
|
+0.7%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$19.3M
|
+$3.17M
|
+12,856
|
+17%
|
|
|
9
|
|
$14.6M
|
-$317K
|
-1,285
|
-2%
|
|
|
10
|
BSW Wealth Partners
Boulder,
Colorado
|
$14M
|
+$2.02M
|
+8,199
|
+17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
+$4.71M
|
+19,119
|
+65%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.96M
|
+$174K
|
+705
|
+2%
|
|
|
13
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$8.13M
|
+$224K
|
+908
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$7.65M
|
-$422K
|
-1,712
|
-5%
|
|
|
15
|
|
$5.63M
|
+$504K
|
+2,045
|
+10%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.58M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.95M
|
+$98.8K
|
+401
|
+3%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$3.83M
|
+$1.11M
|
+4,509
|
+42%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.61M
|
+$986
|
+4
|
+0%
|
|
|
20
|
Wealthfront Advisers
Palo Alto,
California
|
$3.57M
|
+$33.5K
|
+136
|
+1%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.24M
|
-$926K
|
-3,758
|
-23%
|
|
|
22
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.23M
|
-$193K
|
-783
|
-6%
|
|
|
23
|
|
$3.2M
|
+$3.12M
|
+12,642
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.19M
|
+$33.3K
|
+135
|
+1%
|
|
|
25
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$3.02M
|
+$132K
|
+535
|
+5%
|
|
