|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$25.5M
|
+$218K
|
+4,349
|
+0.9%
|
|
|
2
|
CX Institutional
Auburn,
Indiana
|
$15M
|
+$14.9M
|
+297,939
|
+29,587%
|
|
|
3
|
|
$9.83M
|
-$335K
|
-6,687
|
-3%
|
|
|
4
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.33M
|
-$405K
|
-8,076
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.39M
|
+$3.95M
|
+78,747
|
+163%
|
|
|
6
|
|
$6.23M
|
+$4.96M
|
+99,061
|
+397%
|
|
|
7
|
Main Management ETF Advisors
San Francisco,
California
|
$6.17M
|
+$6.16M
|
+122,905
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$4.64M
|
-$699K
|
-13,943
|
-13%
|
|
|
9
|
Fortis Group Advisors
Westwood,
New Jersey
|
$4.01M
|
+$4M
|
+79,847
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.96M
|
+$106K
|
+2,115
|
+3%
|
|
|
11
|
Innealta Capital
Austin,
Texas
|
$3.94M
|
+$1.31M
|
+26,222
|
+50%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.59M
|
+$3.15M
|
+62,818
|
+857%
|
|
|
13
|
DZ Bank
Frankfurt Am Main,
Germany
|
$3.49M
|
+$3.48M
|
+69,501
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3.29M
|
+$3.03M
|
+60,525
|
+1,217%
|
|
|
15
|
Rice Partnership
Honolulu,
Hawaii
|
$2.59M
|
+$2.58M
|
+51,581
|
New
|
|
|
16
|
Zacks Investment Management
Chicago,
Illinois
|
$2.54M
|
+$1.7M
|
+34,025
|
+207%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.42M
|
-$83.6K
|
-1,668
|
-3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.09M
|
-$16.4K
|
-328
|
-0.8%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.18M
|
-$1.5K
|
-30
|
-0.1%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.18M
|
-$70.9K
|
-1,414
|
-6%
|
|
|
21
|
GSA Capital Partners
London,
United Kingdom
|
$1.14M
|
+$1.14M
|
+22,731
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
-$58.8K
|
-1,173
|
-5%
|
|
|
23
|
Idaho Trust Bank
Boise,
Idaho
|
$934K
|
+$932K
|
+18,601
|
New
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$897K
|
+$895K
|
+17,861
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$891K
|
+$190K
|
+3,801
|
+27%
|
|
