|
1
|
Investure LLC
Charlottesville,
Virginia
|
$39.9M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$5.32M
|
+41,068
|
+34%
|
|
|
3
|
|
$9.54M
|
-$126K
|
-968
|
-1%
|
|
|
4
|
|
$9.08M
|
+$461K
|
+3,559
|
+5%
|
|
|
5
|
|
$8.59M
|
-$1.89M
|
-14,601
|
-18%
|
|
|
6
|
Tiedemann Advisors
New York
|
$6.52M
|
+$4.28K
|
+33
|
+0.1%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$4.41M
|
+$4.36M
|
+33,627
|
New
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.7M
|
-$672K
|
-5,183
|
-16%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.32M
|
-$5.14M
|
-39,627
|
-61%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$2.5M
|
+$2.47M
|
+19,078
|
New
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$2.12M
|
+$668K
|
+5,153
|
+47%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.91M
|
+$50.8K
|
+392
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
+$83.9K
|
+647
|
+6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.46M
|
+$183K
|
+1,408
|
+14%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.38M
|
+$163K
|
+1,254
|
+13%
|
|
|
16
|
Ritholtz Wealth Management
New York
|
$1.34M
|
+$101K
|
+780
|
+8%
|
|
|
17
|
|
$1.31M
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
-$5.45K
|
-42
|
-0.4%
|
|
|
19
|
University of Maryland Foundation
Adelphi,
Maryland
|
$1.31M
|
–
|
–
|
–
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.3M
|
+$409K
|
+3,157
|
+47%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$1.2M
|
+$327K
|
+2,521
|
+38%
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.12M
|
-$311K
|
-2,400
|
-22%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$993K
|
+$192K
|
+1,477
|
+24%
|
|
|
24
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$983K
|
–
|
–
|
–
|
|
|
25
|
Albion Financial Group
Salt Lake City,
Utah
|
$853K
|
+$63.1K
|
+487
|
+8%
|
|
