|
1
|
|
$272M
|
-$2.4M
|
-12,163
|
-0.9%
|
|
|
2
|
|
$42.8M
|
+$1.09M
|
+5,516
|
+3%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$24M
|
+$64.1K
|
+325
|
+0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.3M
|
-$3.32M
|
-16,854
|
-13%
|
|
|
5
|
Investure LLC
Charlottesville,
Virginia
|
$21.7M
|
+$166K
|
+840
|
+0.8%
|
|
|
6
|
|
$21M
|
-$788K
|
-4,000
|
-4%
|
|
|
7
|
|
$15M
|
-$65.8K
|
-334
|
-0.5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.67M
|
-$186K
|
-945
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.89M
|
+$3.87M
|
+19,634
|
+111%
|
|
|
10
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$7.71M
|
+$1.99M
|
+10,119
|
+39%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.62M
|
+$2.8M
|
+14,216
|
+65%
|
|
|
12
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.93M
|
+$614K
|
+3,114
|
+13%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.33M
|
+$59.9K
|
+304
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.28M
|
+$1.97K
|
+10
|
+0%
|
|
|
15
|
|
$3.88M
|
-$134K
|
-680
|
-4%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.87M
|
-$10.6K
|
-54
|
-0.3%
|
|
|
17
|
Flow Traders U.S.
New York
|
$3.47M
|
-$1.79M
|
-9,106
|
-36%
|
|
|
18
|
|
$3.35M
|
+$1.67M
|
+8,451
|
+115%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.28M
|
+$101K
|
+512
|
+3%
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.22M
|
+$436K
|
+2,212
|
+17%
|
|
|
21
|
Arax Advisory Partners
Denver,
Colorado
|
$3.21M
|
+$2.99M
|
+15,148
|
New
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$2.79M
|
+$58.1K
|
+295
|
+2%
|
|
|
23
|
|
$2.7M
|
-$105K
|
-534
|
-4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.67M
|
+$80.4K
|
+408
|
+3%
|
|
|
25
|
|
$2.56M
|
-$49.3K
|
-250
|
-2%
|
|
