|
1
|
Investure LLC
Charlottesville,
Virginia
|
$31.1M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$662K
|
+5,463
|
+5%
|
|
|
3
|
|
$9.04M
|
-$895K
|
-7,386
|
-8%
|
|
|
4
|
Tiedemann Advisors
New York
|
$6.87M
|
+$7.38M
|
+60,869
|
+968%
|
|
|
5
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.4M
|
+$1.31M
|
+10,817
|
+21%
|
|
|
6
|
|
$5.66M
|
+$571K
|
+4,710
|
+9%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.39M
|
+$389K
|
+3,210
|
+11%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.29M
|
+$1.73M
|
+14,254
|
+79%
|
|
|
9
|
Wealthsimple US
Brooklyn,
New York
|
$1.85M
|
-$18.3M
|
-151,367
|
-89%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$2.18M
|
+18,006
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.63M
|
+$260K
|
+2,145
|
+16%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.62M
|
-$140K
|
-1,155
|
-7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
-$9.7K
|
-80
|
-0.6%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.3M
|
–
|
–
|
–
|
|
|
15
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.24M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.06M
|
+$99.4K
|
+820
|
+9%
|
|
|
17
|
|
$1.03M
|
-$134K
|
-1,103
|
-10%
|
|
|
18
|
University of Maryland Foundation
Adelphi,
Maryland
|
$1.02M
|
–
|
–
|
–
|
|
|
19
|
Maxim Capital Management
San Francisco,
California
|
$954K
|
+$1.13M
|
+9,328
|
New
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$872K
|
+$304K
|
+2,507
|
+42%
|
|
|
21
|
Ritholtz Wealth Management
New York
|
$864K
|
+$15.9K
|
+131
|
+2%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$810K
|
+$178K
|
+1,472
|
+23%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$712K
|
+$181K
|
+1,490
|
+27%
|
|
|
24
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$613K
|
-$102K
|
-844
|
-12%
|
|
|
25
|
Albion Financial Group
Salt Lake City,
Utah
|
$605K
|
+$349K
|
+2,878
|
+95%
|
|
