|
1
|
Cambridge Associates
Boston,
Massachusetts
|
$19.7M
|
–
|
–
|
–
|
|
|
2
|
NEPC LLC
Boston,
Massachusetts
|
$12.8M
|
-$810K
|
-26,504
|
-6%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.37M
|
–
|
–
|
–
|
|
|
4
|
Bank of New York Mellon
New York
|
$3.26M
|
+$988K
|
+32,330
|
+45%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.26M
|
–
|
–
|
–
|
|
|
6
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.06M
|
+$52.4K
|
+1,715
|
+5%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$472K
|
+$188K
|
+6,168
|
+70%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$446K
|
–
|
–
|
–
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$325K
|
+$122
|
+4
|
+0%
|
|
|
10
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$288K
|
+$6.87K
|
+225
|
+3%
|
|
|
11
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.3K
|
+$62.3K
|
+2,039
|
New
|
|
|
13
|
|
$63.2K
|
–
|
–
|
–
|
|
|
14
|
Rockefeller Capital Management
New York
|
$60.3K
|
+$153
|
+5
|
+0.3%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.6K
|
–
|
–
|
–
|
|
|
16
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$13.6K
|
–
|
–
|
–
|
|
|
17
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$9.45K
|
+$9.17K
|
+300
|
New
|
|
|
19
|
SOA Wealth Advisors
New York
|
$5.48K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$1.71K
|
+$1.65K
|
+54
|
New
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$379
|
–
|
–
|
–
|
|
|
23
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
–
|
-$825K
|
-30,185
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.78K
|
-65
|
Closed
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$1.37K
|
-50
|
Closed
|
|
