|
1
|
|
$301M
|
+$2.64M
|
+11,492
|
+0.9%
|
|
|
2
|
|
$48M
|
+$913K
|
+3,977
|
+2%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$26.9M
|
+$438K
|
+1,908
|
+2%
|
|
|
4
|
|
$25.1M
|
+$1.49M
|
+6,500
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$24.4M
|
-$729K
|
-3,176
|
-3%
|
|
|
6
|
Investure LLC
Charlottesville,
Virginia
|
$24M
|
+$342K
|
+1,490
|
+1%
|
|
|
7
|
|
$14.3M
|
-$1.03M
|
-4,480
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$905K
|
+3,945
|
+9%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.12M
|
+$2.16M
|
+9,423
|
+31%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.59M
|
-$542K
|
-2,362
|
-6%
|
|
|
11
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.9M
|
+$1.14M
|
+4,949
|
+20%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.22M
|
-$2.11M
|
-9,176
|
-25%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.71M
|
-$53.7K
|
-234
|
-0.9%
|
|
|
14
|
|
$5.35M
|
+$997K
|
+4,343
|
+23%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.86M
|
+$2.23M
|
+9,706
|
+85%
|
|
|
16
|
|
$4.83M
|
+$1.88M
|
+8,212
|
+64%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.17M
|
-$8.26K
|
-36
|
-0.2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.62M
|
-$71.4K
|
-311
|
-2%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.47M
|
-$19K
|
-83
|
-0.5%
|
|
|
20
|
Wealthfront Advisers
Palo Alto,
California
|
$3.25M
|
+$108K
|
+472
|
+3%
|
|
|
21
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$2.71M
|
+$767K
|
+3,343
|
+40%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$1.22M
|
+5,323
|
+92%
|
|
|
23
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$2.53M
|
+$2.52M
|
+10,989
|
New
|
|
|
24
|
University of Maryland Foundation
Adelphi,
Maryland
|
$2.31M
|
–
|
–
|
–
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$2.17M
|
-$25.2K
|
-110
|
-1%
|
|
