|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$15.4M
|
-$451K
|
-11,822
|
-3%
|
|
|
2
|
|
$10.3M
|
+$9.18M
|
+240,759
|
+445%
|
|
|
3
|
|
$7.96M
|
-$173K
|
-4,546
|
-2%
|
|
|
4
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.84M
|
+$798K
|
+20,946
|
+18%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$3.12M
|
-$23.7K
|
-622
|
-0.7%
|
|
|
6
|
Hightower 6M Holding
Wichita,
Kansas
|
$2.61M
|
+$118K
|
+3,105
|
+4%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.45M
|
-$2.66M
|
-69,736
|
-50%
|
|
|
8
|
Millburn Ridgefield Corp
New York
|
$2.38M
|
+$668K
|
+17,521
|
+35%
|
|
|
9
|
Catalyst Capital Advisors
Huntington,
New York
|
$2.37M
|
+$667K
|
+17,506
|
+35%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.06M
|
-$74K
|
-1,941
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.03M
|
+$1.87M
|
+48,991
|
+547%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
+$1.18M
|
+30,835
|
+288%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.39M
|
+$1.51M
|
+39,511
|
New
|
|
|
14
|
Millennium Management
New York
|
$1.36M
|
+$1.48M
|
+38,848
|
New
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.08M
|
-$10.1K
|
-265
|
-0.8%
|
|
|
16
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$1.07M
|
+$57.2K
|
+1,501
|
+5%
|
|
|
17
|
|
$1.05M
|
-$915
|
-24
|
-0.1%
|
|
|
18
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.05M
|
–
|
–
|
–
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$877K
|
+$534
|
+14
|
+0.1%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$837K
|
-$301K
|
-7,903
|
-25%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$653K
|
-$781K
|
-20,499
|
-52%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$581K
|
+$16K
|
+421
|
+3%
|
|
|
23
|
|
$575K
|
+$343K
|
+8,990
|
+121%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$502K
|
-$8.12K
|
-213
|
-1%
|
|
|
25
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$502K
|
-$8.12K
|
-213
|
-1%
|
|
