|
1
|
|
$290M
|
-$536K
|
-2,300
|
-0.2%
|
|
|
2
|
|
$46.6M
|
+$227K
|
+973
|
+0.5%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$26.6M
|
+$632K
|
+2,713
|
+2%
|
|
|
4
|
|
$24.3M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23.7M
|
+$127K
|
+545
|
+0.5%
|
|
|
6
|
Investure LLC
Charlottesville,
Virginia
|
$23.2M
|
–
|
–
|
–
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$17M
|
+$17.2M
|
+73,665
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$15M
|
+$6.96M
|
+29,875
|
+80%
|
|
|
9
|
|
$12.9M
|
-$635K
|
-2,728
|
-4%
|
|
|
10
|
BSW Wealth Partners
Boulder,
Colorado
|
$10.5M
|
+$1.77M
|
+7,602
|
+19%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.74M
|
-$3.12M
|
-13,394
|
-28%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$7.12M
|
+$1.69M
|
+7,251
|
+29%
|
|
|
13
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.96M
|
+$300K
|
+1,287
|
+4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.6M
|
+$1.99M
|
+8,557
|
+41%
|
|
|
15
|
|
$4.7M
|
+$25.6K
|
+110
|
+0.5%
|
|
|
16
|
|
$4.51M
|
-$692K
|
-2,971
|
-13%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.03M
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.7M
|
-$2.42M
|
-10,399
|
-39%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.39M
|
-$111K
|
-478
|
-3%
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.17M
|
-$185K
|
-793
|
-5%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$3.11M
|
-$36.1K
|
-155
|
-1%
|
|
|
22
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.02M
|
+$418K
|
+1,793
|
+15%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78M
|
+$321K
|
+1,380
|
+12%
|
|
|
24
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$2.54M
|
+$94.3K
|
+405
|
+4%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$2.37M
|
+$451K
|
+1,937
|
+22%
|
|
