|
1
|
Capricorn Investment Group
Palo Alto,
California
|
$271M
|
+$267M
|
+1,556,800
|
New
|
|
|
2
|
|
$171M
|
+$21.7M
|
+126,395
|
+15%
|
|
|
3
|
Investure LLC
Charlottesville,
Virginia
|
$63.1M
|
+$957K
|
+5,575
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$42M
|
-$1.44M
|
-8,361
|
-3%
|
|
|
5
|
|
$31M
|
+$15.6M
|
+90,826
|
+104%
|
|
|
6
|
|
$20.6M
|
+$532K
|
+3,099
|
+3%
|
|
|
7
|
|
$14.8M
|
+$1.12M
|
+6,519
|
+8%
|
|
|
8
|
Tiedemann Advisors
New York
|
$9.24M
|
-$6.12M
|
-35,644
|
-40%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.88M
|
+$1.41M
|
+8,204
|
+19%
|
|
|
10
|
BSW Wealth Partners
Boulder,
Colorado
|
$7.42M
|
+$2.48M
|
+14,436
|
+51%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.2M
|
+$159K
|
+928
|
+3%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$5.1M
|
+$910K
|
+5,299
|
+22%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.09M
|
+$168K
|
+978
|
+3%
|
|
|
14
|
Northland Capital Management
Virginia,
Minnesota
|
$4.09M
|
+$4.04M
|
+23,524
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$4.03M
|
+$379K
|
+2,209
|
+11%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$3.62M
|
+$66.6K
|
+388
|
+2%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$3.49M
|
-$34.9K
|
-203
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.24M
|
+$262K
|
+1,526
|
+9%
|
|
|
19
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.53M
|
+$25.4K
|
+148
|
+1%
|
|
|
20
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.49M
|
+$182K
|
+1,060
|
+8%
|
|
|
21
|
Sepio Capital
Salt Lake City,
Utah
|
$2.44M
|
+$2.4M
|
+14,000
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
+$213K
|
+1,238
|
+10%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$663K
|
+3,864
|
+41%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.07M
|
+$394K
|
+2,297
|
+24%
|
|
|
25
|
|
$2.06M
|
–
|
–
|
–
|
|
