|
1
|
Cambridge Associates
Boston,
Massachusetts
|
$17.1M
|
+$213K
|
+7,462
|
+1%
|
|
|
2
|
NEPC LLC
Boston,
Massachusetts
|
$11.8M
|
+$279K
|
+9,767
|
+2%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.39M
|
–
|
–
|
–
|
|
|
4
|
Bank of New York Mellon
New York
|
$1.95M
|
+$815K
|
+28,496
|
+67%
|
|
|
5
|
Sand Hill Global Advisors
Palo Alto,
California
|
$876K
|
+$4.75K
|
+166
|
+0.5%
|
|
|
6
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
$825K
|
+$578K
|
+20,200
|
+202%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$387K
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$282K
|
+$295K
|
+10,300
|
New
|
|
|
9
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$243K
|
+$31.5K
|
+1,100
|
+14%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$241K
|
+$252K
|
+8,823
|
New
|
|
|
11
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$209K
|
-$29
|
-1
|
-0%
|
|
|
12
|
|
$54.9K
|
+$35.9K
|
+1,257
|
+168%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$52.2K
|
+$114
|
+4
|
+0.2%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41.3K
|
+$15K
|
+525
|
+53%
|
|
|
15
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$11.8K
|
+$12.3K
|
+430
|
New
|
|
|
16
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$10.4K
|
–
|
–
|
–
|
|
|
17
|
SOA Wealth Advisors
New York
|
$4.76K
|
+$4.97K
|
+174
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$4.29K
|
-150
|
-60%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.78K
|
+$1.86K
|
+65
|
New
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$1.37K
|
–
|
–
|
–
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$1.09K
|
–
|
–
|
–
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$329
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$464K
|
-16,181
|
Closed
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$58.3K
|
-2,034
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$17.2K
|
-600
|
Closed
|
|
