|
1
|
|
$251M
|
+$1.79M
|
+9,067
|
+0.7%
|
|
|
2
|
|
$37.8M
|
-$123K
|
-624
|
-0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
-$187K
|
-947
|
-0.7%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$20.5M
|
+$1.16M
|
+5,858
|
+6%
|
|
|
5
|
|
$20M
|
-$198K
|
-1,000
|
-1%
|
|
|
6
|
Investure LLC
Charlottesville,
Virginia
|
$19.7M
|
+$231K
|
+1,171
|
+1%
|
|
|
7
|
|
$14.1M
|
+$115K
|
+584
|
+0.8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.21M
|
-$1.13M
|
-5,724
|
-12%
|
|
|
9
|
|
$7.61M
|
-$5.84M
|
-29,584
|
-43%
|
|
|
10
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.17M
|
-$25.5K
|
-129
|
-0.4%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.96M
|
-$993K
|
-5,026
|
-14%
|
|
|
12
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.8M
|
+$309K
|
+1,562
|
+7%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.76M
|
-$710K
|
-3,596
|
-13%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.57M
|
-$433K
|
-2,191
|
-8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.04M
|
+$128K
|
+650
|
+3%
|
|
|
16
|
|
$3.8M
|
-$216K
|
-1,094
|
-5%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.54M
|
-$27.7K
|
-140
|
-0.8%
|
|
|
18
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.39M
|
-$80K
|
-405
|
-2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.33M
|
+$1.8M
|
+9,138
|
+113%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.85M
|
+$139K
|
+704
|
+5%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$2.48M
|
+$110K
|
+556
|
+5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.21M
|
-$237K
|
-1,199
|
-10%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.11M
|
+$328K
|
+1,660
|
+18%
|
|
|
24
|
|
$2.03M
|
-$15.4K
|
-78
|
-0.7%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$1.98M
|
+$111K
|
+563
|
+6%
|
|
