|
1
|
Bank of America
Charlotte,
North Carolina
|
$64.8M
|
+$3.71M
|
+31,071
|
+6%
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$39.8M
|
–
|
–
|
–
|
|
|
3
|
|
$13.5M
|
-$212K
|
-1,775
|
-2%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.16M
|
+$506K
|
+4,236
|
+9%
|
|
|
5
|
|
$5.17M
|
+$472K
|
+3,956
|
+10%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$4.91M
|
+$4.88M
|
+40,897
|
New
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.57M
|
-$44.1K
|
-369
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.52M
|
+$2.41M
|
+20,178
|
+2,600%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.04M
|
+$21K
|
+176
|
+1%
|
|
|
10
|
Rock Creek Group
Washington,
District of Columbia
|
$2.02M
|
–
|
–
|
–
|
|
|
11
|
|
$1.76M
|
+$1.75M
|
+14,686
|
New
|
|
|
12
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.45M
|
–
|
–
|
–
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.16M
|
–
|
–
|
–
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.12M
|
-$209K
|
-1,754
|
-16%
|
|
|
15
|
|
$1.07M
|
-$50K
|
-419
|
-5%
|
|
|
16
|
Ritholtz Wealth Management
New York
|
$1.03M
|
-$5.37K
|
-45
|
-0.5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$986K
|
-$10.3K
|
-86
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$986K
|
+$185K
|
+1,551
|
+23%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$696K
|
+$144K
|
+1,202
|
+26%
|
|
|
20
|
Gould Asset Management
Claremont,
California
|
$519K
|
-$8.36K
|
-70
|
-2%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$503K
|
+$29.7K
|
+249
|
+6%
|
|
|
22
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$482K
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$456K
|
+$46.1K
|
+386
|
+11%
|
|
|
24
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$442K
|
–
|
–
|
–
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$410K
|
–
|
–
|
–
|
|
