|
1
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$648K
|
+5,849
|
+1%
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$33.7M
|
+$430K
|
+3,875
|
+1%
|
|
|
3
|
|
$12.5M
|
-$3.2M
|
-28,837
|
-19%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.12M
|
+$5.51M
|
+49,726
|
New
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.04M
|
-$57.5K
|
-519
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.81M
|
+$892K
|
+8,042
|
+42%
|
|
|
7
|
Hansberger Growth Investors
Madison,
Wisconsin
|
$2.57M
|
+$2.77M
|
+24,952
|
New
|
|
|
8
|
|
$2.25M
|
+$97.1K
|
+876
|
+4%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.22M
|
+$2.17M
|
+19,562
|
+966%
|
|
|
10
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.25M
|
-$352K
|
-3,171
|
-21%
|
|
|
11
|
|
$1.11M
|
-$17.2K
|
-155
|
-1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.06M
|
-$129K
|
-1,163
|
-10%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$982K
|
+$1.06M
|
+9,534
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$920K
|
+$122K
|
+1,102
|
+14%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$862K
|
+$46.6K
|
+420
|
+5%
|
|
|
16
|
Ritholtz Wealth Management
New York
|
$745K
|
-$33.3K
|
-300
|
-4%
|
|
|
17
|
Gould Asset Management
Claremont,
California
|
$434K
|
-$379K
|
-3,420
|
-45%
|
|
|
18
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$430K
|
-$43.5K
|
-392
|
-9%
|
|
|
19
|
Spinnaker Trust
Portland,
Maine
|
$397K
|
-$93.9K
|
-847
|
-18%
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$358K
|
–
|
–
|
–
|
|
|
21
|
|
$346K
|
-$4.11M
|
-37,037
|
-92%
|
|
|
22
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$345K
|
-$67.8K
|
-612
|
-15%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$296K
|
+$56.4K
|
+509
|
+22%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$285K
|
+$185K
|
+1,671
|
+153%
|
|
|
25
|
Howard Financial Services
Dallas,
Texas
|
$268K
|
+$288K
|
+2,598
|
New
|
|
