|
1
|
Investure LLC
Charlottesville,
Virginia
|
$39.4M
|
-$3.31M
|
-26,500
|
-8%
|
|
|
2
|
Wealthsimple US
Brooklyn,
New York
|
$21.9M
|
+$21.1M
|
+169,415
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$53.2M
|
-426,698
|
-79%
|
|
|
4
|
|
$12.4M
|
-$2.02M
|
-16,229
|
-14%
|
|
|
5
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.7M
|
+$68.6K
|
+550
|
+1%
|
|
|
6
|
|
$6.55M
|
+$949K
|
+7,611
|
+18%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.88M
|
+$32.1K
|
+257
|
+0.9%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.33M
|
-$2.86M
|
-22,927
|
-56%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.2M
|
+$1.62K
|
+13
|
+0.1%
|
|
|
10
|
Rock Creek Group
Washington,
District of Columbia
|
$2.18M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
+$709K
|
+5,686
|
+69%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$1.79M
|
+$1.73M
|
+13,838
|
New
|
|
|
13
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.56M
|
–
|
–
|
–
|
|
|
14
|
|
$1.44M
|
+$282K
|
+2,263
|
+25%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.3M
|
+$51.8K
|
+415
|
+4%
|
|
|
16
|
University of Maryland Foundation
Adelphi,
Maryland
|
$1.29M
|
+$1.25M
|
+10,000
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.24M
|
+$34.7K
|
+278
|
+3%
|
|
|
18
|
Ritholtz Wealth Management
New York
|
$1.08M
|
-$34.2K
|
-274
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
-$31.2K
|
-250
|
-3%
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$885K
|
+$130K
|
+1,044
|
+18%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$835K
|
+$753K
|
+6,039
|
+1,462%
|
|
|
22
|
Tiedemann Advisors
New York
|
$814K
|
+$784K
|
+6,289
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$779K
|
+$445K
|
+3,566
|
+145%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$708K
|
-$1.93M
|
-15,478
|
-74%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$619K
|
+$123K
|
+988
|
+26%
|
|
