|
1
|
|
$232M
|
+$958K
|
+5,355
|
+0.4%
|
|
|
2
|
|
$37.7M
|
+$1.12M
|
+6,276
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
-$36.3K
|
-203
|
-0.2%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$19.6M
|
+$1.57M
|
+8,798
|
+9%
|
|
|
5
|
|
$19.1M
|
-$179K
|
-1,000
|
-1%
|
|
|
6
|
Investure LLC
Charlottesville,
Virginia
|
$18.4M
|
+$145K
|
+810
|
+0.8%
|
|
|
7
|
|
$13.1M
|
+$10.6M
|
+59,197
|
+485%
|
|
|
8
|
|
$11.7M
|
-$810K
|
-4,530
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.38M
|
-$409K
|
-2,289
|
-4%
|
|
|
10
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.38M
|
-$336K
|
-1,880
|
-5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$5.37M
|
-$202K
|
-1,130
|
-4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.74M
|
+$13.1K
|
+73
|
+0.3%
|
|
|
13
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.13M
|
-$15.4K
|
-86
|
-0.4%
|
|
|
14
|
|
$3.64M
|
+$88.2K
|
+493
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.51M
|
–
|
–
|
–
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.28M
|
+$640K
|
+3,578
|
+25%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.69M
|
+$2.51M
|
+14,012
|
+2,271%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.63M
|
+$31.3K
|
+175
|
+1%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.4M
|
-$107K
|
-596
|
-4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.34M
|
-$56.2K
|
-314
|
-2%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$2.06M
|
+$58K
|
+324
|
+3%
|
|
|
22
|
Sunpointe
St. Louis,
Missouri
|
$2M
|
+$1.95M
|
+10,901
|
New
|
|
|
23
|
|
$1.95M
|
-$92.5K
|
-517
|
-5%
|
|
|
24
|
Gould Asset Management
Claremont,
California
|
$1.91M
|
-$169K
|
-945
|
-8%
|
|
|
25
|
University of Maryland Foundation
Adelphi,
Maryland
|
$1.83M
|
–
|
–
|
–
|
|
