|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$24.6M
|
+$65.7K
|
+1,392
|
+0.3%
|
|
|
2
|
|
$22.6M
|
+$149K
|
+3,157
|
+0.7%
|
|
|
3
|
|
$9.29M
|
-$159K
|
-3,366
|
-2%
|
|
|
4
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.43M
|
-$685K
|
-14,531
|
-8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$5.36M
|
+$5.41M
|
+114,698
|
New
|
|
|
6
|
|
$4.09M
|
-$8.23M
|
-174,513
|
-67%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$2.69M
|
-$966K
|
-20,481
|
-26%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.92M
|
+$867K
|
+18,389
|
+81%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
-$14.6K
|
-309
|
-0.9%
|
|
|
10
|
Innealta Capital
Austin,
Texas
|
$1.25M
|
+$337K
|
+7,140
|
+37%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
+$226K
|
+4,798
|
+25%
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.1M
|
+$15.6K
|
+330
|
+1%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.03M
|
-$45.5K
|
-964
|
-4%
|
|
|
14
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$949K
|
-$156K
|
-3,300
|
-14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$746K
|
+$241K
|
+5,106
|
+47%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$735K
|
+$742K
|
+15,735
|
New
|
|
|
17
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$556K
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$551K
|
-$1.39M
|
-29,555
|
-71%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$490K
|
+$494K
|
+10,484
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$423K
|
-$238K
|
-5,041
|
-36%
|
|
|
21
|
Vontobel Holding
Zurich,
Switzerland
|
$403K
|
–
|
–
|
–
|
|
|
22
|
Idaho Trust Bank
Boise,
Idaho
|
$397K
|
-$329K
|
-6,974
|
-45%
|
|
|
23
|
Tiemann Investment Advisors
Menlo Park,
California
|
$384K
|
–
|
–
|
–
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$338K
|
-$4.25K
|
-90
|
-1%
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$295K
|
+$298K
|
+6,322
|
New
|
|
