|
1
|
|
$166M
|
+$12.1M
|
+88,184
|
+8%
|
|
|
2
|
|
$24.5M
|
-$298K
|
-2,175
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
-$7.4K
|
-54
|
-0%
|
|
|
4
|
Investure LLC
Charlottesville,
Virginia
|
$13.5M
|
+$114K
|
+830
|
+0.9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$313K
|
+2,284
|
+3%
|
|
|
6
|
|
$9.18M
|
+$313K
|
+2,283
|
+4%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$8.76M
|
-$119K
|
-866
|
-1%
|
|
|
8
|
Albion Financial Group
Salt Lake City,
Utah
|
$6.59M
|
+$165K
|
+1,202
|
+3%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.5M
|
+$1.04M
|
+7,616
|
+24%
|
|
|
10
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.71M
|
+$316K
|
+2,303
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.65M
|
-$8.63K
|
-63
|
-0.2%
|
|
|
12
|
|
$3.32M
|
-$3.85M
|
-28,114
|
-54%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.31M
|
+$281K
|
+2,048
|
+9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
-$214K
|
-1,563
|
-7%
|
|
|
15
|
Tiedemann Advisors
New York
|
$2.75M
|
+$99.6K
|
+727
|
+4%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$2.44M
|
-$23.6K
|
-172
|
-1%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$2.3M
|
+$1.53M
|
+11,158
|
+203%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.26M
|
-$132K
|
-961
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.23M
|
+$42.3K
|
+309
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.11M
|
+$152K
|
+1,106
|
+8%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.91M
|
-$18.6K
|
-136
|
-1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$126K
|
+916
|
+7%
|
|
|
23
|
|
$1.67M
|
+$43.9K
|
+320
|
+3%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.59M
|
-$375K
|
-2,739
|
-19%
|
|
|
25
|
Flow Traders U.S.
New York
|
$1.55M
|
-$5.45M
|
-39,735
|
-78%
|
|
