|
1
|
|
$293M
|
+$1.44M
|
+6,595
|
+0.5%
|
|
|
2
|
|
$46.4M
|
+$542K
|
+2,485
|
+1%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$26M
|
+$248K
|
+1,138
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
-$185K
|
-846
|
-0.8%
|
|
|
5
|
Investure LLC
Charlottesville,
Virginia
|
$23.3M
|
–
|
–
|
–
|
|
|
6
|
|
$23.3M
|
+$763K
|
+3,500
|
+4%
|
|
|
7
|
|
$15.1M
|
-$860K
|
-3,943
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10M
|
+$1.51M
|
+6,913
|
+19%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.99M
|
-$282K
|
-1,292
|
-3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.2M
|
+$41K
|
+188
|
+0.5%
|
|
|
11
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.83M
|
+$464K
|
+2,128
|
+8%
|
|
|
12
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$5.67M
|
-$2.49M
|
-11,401
|
-31%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.66M
|
-$41.9K
|
-192
|
-0.8%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$5.63M
|
+$4.37M
|
+20,030
|
+418%
|
|
|
15
|
|
$4.28M
|
+$121K
|
+553
|
+3%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.12M
|
-$24K
|
-110
|
-0.6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.63M
|
+$112K
|
+512
|
+3%
|
|
|
18
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.43M
|
-$17.7K
|
-81
|
-0.5%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$3.09M
|
+$99.9K
|
+458
|
+3%
|
|
|
20
|
|
$2.9M
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
$2.86M
|
-$819K
|
-3,755
|
-23%
|
|
|
22
|
|
$2.72M
|
-$833K
|
-3,819
|
-24%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.58M
|
-$266K
|
-1,221
|
-10%
|
|
|
24
|
University of Maryland Foundation
Adelphi,
Maryland
|
$2.27M
|
–
|
–
|
–
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$2.16M
|
-$57.8K
|
-265
|
-3%
|
|
