|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$20.2M
|
+$371K
|
+8,767
|
+2%
|
|
|
2
|
|
$18.3M
|
+$17.2M
|
+407,001
|
+2,675%
|
|
|
3
|
|
$11.5M
|
+$2.86M
|
+67,576
|
+34%
|
|
|
4
|
|
$7.08M
|
-$3.76M
|
-88,777
|
-35%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.05M
|
+$6.89M
|
+162,933
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.87M
|
-$2.12M
|
-50,194
|
-24%
|
|
|
7
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$4.82M
|
+$4.71M
|
+111,255
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.35M
|
-$113K
|
-2,672
|
-3%
|
|
|
9
|
Millburn Ridgefield Corp
New York
|
$3.68M
|
+$10.4K
|
+246
|
+0.3%
|
|
|
10
|
Catalyst Capital Advisors
Huntington,
New York
|
$3.66M
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.95M
|
+$1.06M
|
+25,013
|
+58%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$2.9M
|
-$127K
|
-3,010
|
-4%
|
|
|
13
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.61M
|
+$34.9K
|
+824
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.45M
|
+$229K
|
+5,409
|
+11%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$2.4M
|
+$1.63M
|
+38,525
|
+227%
|
|
|
16
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$2.38M
|
+$2.14M
|
+50,477
|
+1,092%
|
|
|
17
|
Zacks Investment Management
Chicago,
Illinois
|
$2.03M
|
+$893K
|
+21,116
|
+82%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.96M
|
-$92.5K
|
-2,187
|
-5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
-$5.5K
|
-130
|
-0.3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.79M
|
-$177K
|
-4,184
|
-9%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.77M
|
+$1.51M
|
+35,585
|
+667%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$1.33M
|
-$11.8M
|
-277,930
|
-90%
|
|
|
23
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$1.27M
|
–
|
–
|
–
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.2M
|
-$37.2K
|
-879
|
-3%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.17M
|
+$839K
|
+19,833
|
+278%
|
|
