|
1
|
Investure LLC
Charlottesville,
Virginia
|
$36.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
+$267K
|
+2,333
|
+2%
|
|
|
3
|
|
$9.69M
|
+$9.16M
|
+80,178
|
New
|
|
|
4
|
|
$8.96M
|
-$1.63M
|
-14,258
|
-16%
|
|
|
5
|
|
$7.95M
|
+$1.2M
|
+10,457
|
+19%
|
|
|
6
|
BSW Wealth Partners
Boulder,
Colorado
|
$7.85M
|
+$275K
|
+2,404
|
+4%
|
|
|
7
|
Tiedemann Advisors
New York
|
$6.01M
|
-$1.99M
|
-17,408
|
-26%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.04M
|
+$27.4K
|
+240
|
+0.7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.72M
|
-$189K
|
-1,651
|
-10%
|
|
|
10
|
Maxim Capital Management
San Francisco,
California
|
$1.54M
|
+$317K
|
+2,771
|
+30%
|
|
|
11
|
Wealthsimple US
Brooklyn,
New York
|
$1.53M
|
-$619K
|
-5,419
|
-30%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$255K
|
-2,233
|
-16%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$1.33M
|
+$353K
|
+3,086
|
+39%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.33M
|
+$104K
|
+913
|
+9%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
+$354K
|
+3,095
|
+44%
|
|
|
16
|
|
$1.21M
|
–
|
–
|
–
|
|
|
17
|
University of Maryland Foundation
Adelphi,
Maryland
|
$1.21M
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.18M
|
-$75.4K
|
-660
|
-6%
|
|
|
19
|
Ritholtz Wealth Management
New York
|
$1.15M
|
+$117K
|
+1,025
|
+12%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.13M
|
+$89.4K
|
+782
|
+9%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$959K
|
-$1.15M
|
-10,069
|
-56%
|
|
|
22
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$906K
|
-$524K
|
-4,581
|
-38%
|
|
|
23
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$869K
|
+$89.3K
|
+781
|
+13%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$804K
|
+$761K
|
+6,658
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$737K
|
-$7.97M
|
-69,714
|
-92%
|
|
