|
1
|
|
$248M
|
-$248K
|
-1,259
|
-0.1%
|
|
|
2
|
|
$37.6M
|
+$203K
|
+1,029
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24.2M
|
-$345K
|
-1,750
|
-1%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$21.6M
|
+$1.48M
|
+7,503
|
+7%
|
|
|
5
|
|
$19.7M
|
–
|
–
|
–
|
|
|
6
|
Investure LLC
Charlottesville,
Virginia
|
$19.5M
|
–
|
–
|
–
|
|
|
7
|
|
$13.6M
|
-$371K
|
-1,883
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.01M
|
-$107K
|
-542
|
-1%
|
|
|
9
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$5.02M
|
-$1.1M
|
-5,578
|
-18%
|
|
|
10
|
Flow Traders U.S.
New York
|
$4.87M
|
+$5.02M
|
+25,478
|
New
|
|
|
11
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.76M
|
+$13.2K
|
+67
|
+0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.75M
|
+$46.7K
|
+237
|
+1%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.73M
|
+$224K
|
+1,138
|
+5%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.16M
|
-$1.78M
|
-9,052
|
-29%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.86M
|
-$133K
|
-677
|
-3%
|
|
|
16
|
|
$3.63M
|
-$125K
|
-634
|
-3%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$3.55M
|
+$269K
|
+1,367
|
+8%
|
|
|
18
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.5M
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.37M
|
+$3.04M
|
+15,436
|
+703%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.86M
|
+$52.8K
|
+268
|
+2%
|
|
|
21
|
|
$2.54M
|
+$2.19M
|
+11,142
|
+518%
|
|
|
22
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.48M
|
-$887K
|
-4,501
|
-26%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$2.46M
|
+$14.4K
|
+73
|
+0.6%
|
|
|
24
|
|
$2.36M
|
+$366K
|
+1,860
|
+18%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
+$152K
|
+770
|
+7%
|
|
