|
1
|
|
$253M
|
+$4.65M
|
+24,826
|
+2%
|
|
|
2
|
|
$38.4M
|
-$1.86M
|
-9,915
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$1.14M
|
+6,060
|
+5%
|
|
|
4
|
|
$20.4M
|
–
|
–
|
–
|
|
|
5
|
Investure LLC
Charlottesville,
Virginia
|
$19.7M
|
–
|
–
|
–
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$19.6M
|
-$1.33M
|
-7,067
|
-7%
|
|
|
7
|
|
$14.2M
|
+$1.55M
|
+8,249
|
+13%
|
|
|
8
|
|
$13.5M
|
-$472K
|
-2,516
|
-4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.44M
|
-$569K
|
-3,035
|
-6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.03M
|
+$4.26M
|
+22,722
|
+173%
|
|
|
11
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.27M
|
-$532K
|
-2,839
|
-8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$5.53M
|
-$206K
|
-1,097
|
-4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.06M
|
-$12.9K
|
-69
|
-0.3%
|
|
|
14
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.56M
|
+$129K
|
+688
|
+3%
|
|
|
15
|
|
$4.06M
|
+$162K
|
+865
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.97M
|
+$205K
|
+1,093
|
+6%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.65M
|
+$3.46M
|
+18,445
|
New
|
|
|
18
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.51M
|
-$2.81K
|
-15
|
-0.1%
|
|
|
19
|
Flow Traders U.S.
New York
|
$2.84M
|
+$1.22M
|
+6,528
|
+82%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.75M
|
-$63.9K
|
-341
|
-2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
-$29.6K
|
-158
|
-1%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$2.4M
|
+$190K
|
+1,011
|
+9%
|
|
|
23
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.39M
|
+$2.29M
|
+12,195
|
New
|
|
|
24
|
|
$2.07M
|
-$12.2K
|
-65
|
-0.6%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$1.98M
|
-$67.5K
|
-360
|
-3%
|
|
