|
1
|
|
$140M
|
+$27.4M
|
+162,403
|
+23%
|
|
|
2
|
Investure LLC
Charlottesville,
Virginia
|
$58.6M
|
+$2.65M
|
+15,700
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
-$1.49M
|
-8,856
|
-3%
|
|
|
4
|
|
$18.9M
|
+$8.84M
|
+52,438
|
+83%
|
|
|
5
|
Tiedemann Advisors
New York
|
$14.6M
|
-$112K
|
-663
|
-0.7%
|
|
|
6
|
|
$14.3M
|
+$14.7M
|
+87,146
|
New
|
|
|
7
|
|
$12.9M
|
+$160K
|
+951
|
+1%
|
|
|
8
|
Flow Traders U.S.
New York
|
$9.24M
|
-$848K
|
-5,026
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.03M
|
+$2.66M
|
+15,794
|
+58%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.76M
|
+$255K
|
+1,513
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.64M
|
-$64.9K
|
-385
|
-1%
|
|
|
12
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.64M
|
+$315K
|
+1,865
|
+7%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.5M
|
-$56.7K
|
-336
|
-1%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$3.95M
|
+$300K
|
+1,781
|
+8%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$3.51M
|
-$584K
|
-3,465
|
-14%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.44M
|
+$241K
|
+1,430
|
+7%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$3.36M
|
-$2.02K
|
-12
|
-0.1%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$3.33M
|
-$58.5K
|
-347
|
-2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.81M
|
+$579K
|
+3,431
|
+25%
|
|
|
20
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.37M
|
+$66.1K
|
+392
|
+3%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.18M
|
+$175K
|
+1,038
|
+8%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.05M
|
-$58.5K
|
-347
|
-3%
|
|
|
23
|
|
$1.95M
|
–
|
–
|
–
|
|
|
24
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.95M
|
+$39.8K
|
+236
|
+2%
|
|
|
25
|
Ritholtz Wealth Management
New York
|
$1.92M
|
+$209K
|
+1,241
|
+12%
|
|
