|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.8M
|
+$1.99M
|
+16,853
|
+3%
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$39.6M
|
+$461K
|
+3,900
|
+1%
|
|
|
3
|
|
$13.6M
|
+$4.69M
|
+39,654
|
+53%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.63M
|
-$3.13M
|
-26,450
|
-36%
|
|
|
5
|
|
$4.67M
|
+$1.22M
|
+10,297
|
+36%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.6M
|
+$25.5K
|
+216
|
+0.7%
|
|
|
7
|
Rock Creek Group
Washington,
District of Columbia
|
$2.02M
|
+$1.99M
|
+16,850
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.02M
|
-$584K
|
-4,944
|
-23%
|
|
|
9
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.45M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.32M
|
+$67.5K
|
+571
|
+5%
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.16M
|
+$11.8K
|
+100
|
+1%
|
|
|
12
|
|
$1.11M
|
–
|
–
|
–
|
|
|
13
|
Ritholtz Wealth Management
New York
|
$1.03M
|
+$69.7K
|
+590
|
+7%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$992K
|
+$349K
|
+2,954
|
+55%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$797K
|
-$39.6K
|
-335
|
-5%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$550K
|
+$17K
|
+144
|
+3%
|
|
|
17
|
Gould Asset Management
Claremont,
California
|
$526K
|
-$47.3K
|
-400
|
-8%
|
|
|
18
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$480K
|
-$23.6K
|
-200
|
-5%
|
|
|
19
|
Spinnaker Trust
Portland,
Maine
|
$471K
|
+$8.75K
|
+74
|
+2%
|
|
|
20
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$440K
|
–
|
–
|
–
|
|
|
21
|
Merriman Wealth Management
Seattle,
Washington
|
$412K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$408K
|
+$14.1K
|
+119
|
+4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$407K
|
-$203K
|
-1,715
|
-34%
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$329K
|
–
|
–
|
–
|
|
|
25
|
Howard Financial Services
Dallas,
Texas
|
$314K
|
+$2.72K
|
+23
|
+0.9%
|
|
