|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.3M
|
+$5.1M
|
+45,354
|
+10%
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$38.1M
|
–
|
–
|
–
|
|
|
3
|
|
$8.64M
|
-$5.28M
|
-46,959
|
-39%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$8.56M
|
+$2.67M
|
+23,721
|
+48%
|
|
|
5
|
|
$3.55M
|
+$3.05M
|
+27,111
|
+808%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.48M
|
+$44.2K
|
+393
|
+1%
|
|
|
7
|
|
$3.35M
|
+$781K
|
+6,941
|
+32%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.54M
|
-$623K
|
-5,537
|
-20%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.02M
|
+$1.94M
|
+17,290
|
New
|
|
|
10
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.41M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.22M
|
+$14.5K
|
+129
|
+1%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.11M
|
+$3.49K
|
+31
|
+0.3%
|
|
|
13
|
|
$1.08M
|
-$166K
|
-1,472
|
-14%
|
|
|
14
|
Ritholtz Wealth Management
New York
|
$938K
|
+$92.2K
|
+820
|
+11%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$814K
|
-$220K
|
-1,955
|
-22%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$622K
|
+$601K
|
+5,340
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$596K
|
-$366K
|
-3,256
|
-39%
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$559K
|
+$65.2K
|
+580
|
+14%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$518K
|
+$123K
|
+1,093
|
+33%
|
|
|
20
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$491K
|
+$3.38K
|
+30
|
+0.7%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$450K
|
+$225
|
+2
|
+0.1%
|
|
|
22
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$429K
|
+$414K
|
+3,677
|
New
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$398K
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$384K
|
+$46.8K
|
+416
|
+14%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$325K
|
+$3.04K
|
+27
|
+1%
|
|
