|
1
|
University of Cambridge Investment Management
Cambridge,
|
$93.9M
|
–
|
–
|
–
|
|
|
2
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$25.1M
|
-$21.1M
|
-381,421
|
-46%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$1.81M
|
+32,685
|
+12%
|
|
|
4
|
Becker Capital Management
Portland,
Oregon
|
$14.5M
|
+$464K
|
+8,395
|
+3%
|
|
|
5
|
Brown Advisory
Baltimore,
Maryland
|
$12.9M
|
+$480K
|
+8,691
|
+4%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$9.95M
|
+$871K
|
+15,759
|
+10%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.47M
|
+$348K
|
+6,292
|
+9%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$4.32M
|
–
|
–
|
–
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$4.31M
|
-$28.7K
|
-520
|
-0.7%
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.3M
|
-$552K
|
-9,981
|
-12%
|
|
|
11
|
Bank of New York Mellon
New York
|
$4.21M
|
+$55.1K
|
+997
|
+1%
|
|
|
12
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$4.12M
|
+$126K
|
+2,279
|
+3%
|
|
|
13
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.84M
|
-$214K
|
-3,873
|
-5%
|
|
|
14
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.27M
|
-$283K
|
-5,124
|
-8%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.21M
|
-$282K
|
-5,095
|
-8%
|
|
|
16
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.19M
|
–
|
–
|
–
|
|
|
17
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.71M
|
+$19.9K
|
+360
|
+0.8%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.64M
|
+$9.89K
|
+179
|
+0.4%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$2.55M
|
+$12.4K
|
+225
|
+0.5%
|
|
|
20
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.5M
|
+$469K
|
+8,482
|
+24%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$2.27M
|
-$80.1K
|
-1,449
|
-3%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$2.13M
|
-$98.5K
|
-1,782
|
-5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.83M
|
+$116K
|
+2,093
|
+7%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$1.79M
|
-$25.9K
|
-468
|
-1%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$64.2K
|
+1,162
|
+4%
|
|
