|
1
|
|
$173M
|
+$13.2M
|
+81,108
|
+8%
|
|
|
2
|
Capricorn Investment Group
Palo Alto,
California
|
$85.2M
|
-$169M
|
-1,035,155
|
-66%
|
|
|
3
|
Flow Traders U.S.
New York
|
$61M
|
+$61M
|
+373,512
|
New
|
|
|
4
|
Investure LLC
Charlottesville,
Virginia
|
$59.2M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
-$10.7M
|
-65,616
|
-27%
|
|
|
6
|
|
$13.8M
|
-$113K
|
-692
|
-0.8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$1.73M
|
+10,575
|
+21%
|
|
|
8
|
|
$9.93M
|
-$19.1M
|
-117,164
|
-66%
|
|
|
9
|
|
$9.01M
|
-$10.3M
|
-63,230
|
-53%
|
|
|
10
|
Tiedemann Advisors
New York
|
$8.69M
|
+$14.5K
|
+89
|
+0.2%
|
|
|
11
|
BSW Wealth Partners
Boulder,
Colorado
|
$8.05M
|
+$1.09M
|
+6,671
|
+16%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$8.02M
|
+$3.23M
|
+19,780
|
+67%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$7.93M
|
+$7.6M
|
+46,530
|
+2,268%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.74M
|
+$3.7M
|
+22,644
|
+122%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.81M
|
+$38.2K
|
+234
|
+0.8%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.75M
|
-$129K
|
-790
|
-3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.56M
|
+$2.39M
|
+14,644
|
+110%
|
|
|
18
|
Northland Capital Management
Virginia,
Minnesota
|
$4.45M
|
+$604K
|
+3,701
|
+16%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$3.44M
|
+$172K
|
+1,051
|
+5%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$3.4M
|
+$817
|
+5
|
+0%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.23M
|
-$557K
|
-3,409
|
-15%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.55M
|
+$215K
|
+1,316
|
+9%
|
|
|
23
|
Sepio Capital
Salt Lake City,
Utah
|
$2.38M
|
+$93.7K
|
+574
|
+4%
|
|
|
24
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.37M
|
-$6.7K
|
-41
|
-0.3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.29M
|
+$53.4K
|
+327
|
+2%
|
|
