|
1
|
|
$48.5M
|
+$45.7M
|
+326,127
|
New
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$45.3M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$30.1M
|
+$5.74M
|
+40,915
|
+25%
|
|
|
4
|
|
$10.5M
|
-$334K
|
-2,384
|
-3%
|
|
|
5
|
|
$10.2M
|
-$90K
|
-642
|
-0.9%
|
|
|
6
|
|
$8.28M
|
-$1.39M
|
-9,907
|
-15%
|
|
|
7
|
Tiedemann Advisors
New York
|
$7.23M
|
-$166K
|
-1,187
|
-2%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$6.18M
|
+$1.11M
|
+7,936
|
+24%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.15M
|
+$351K
|
+2,506
|
+10%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.97M
|
-$219K
|
-1,560
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.23M
|
+$2.8M
|
+19,953
|
+1,114%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$2.83M
|
-$3.08K
|
-22
|
-0.1%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$2.71M
|
+$286K
|
+2,043
|
+13%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
+$404K
|
+2,881
|
+20%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$2.01M
|
+$603K
|
+4,303
|
+47%
|
|
|
16
|
|
$1.86M
|
+$1.76M
|
+12,518
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.83M
|
+$7.71K
|
+55
|
+0.5%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.82M
|
+$160K
|
+1,138
|
+10%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.81M
|
+$222K
|
+1,584
|
+15%
|
|
|
20
|
Ritholtz Wealth Management
New York
|
$1.63M
|
+$97.3K
|
+694
|
+7%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.51M
|
+$27.2K
|
+194
|
+2%
|
|
|
22
|
University of Maryland Foundation
Adelphi,
Maryland
|
$1.49M
|
–
|
–
|
–
|
|
|
23
|
|
$1.49M
|
-$6.31K
|
-45
|
-0.4%
|
|
|
24
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.34M
|
+$355K
|
+2,533
|
+39%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
