|
1
|
|
$141M
|
+$118M
|
+1,937,505
|
+374%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$22.6M
|
+$19.7K
|
+324
|
+0.1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
-$4.13M
|
-68,129
|
-53%
|
|
|
4
|
Marotta Asset Management
Charlottesville,
Virginia
|
$9.81M
|
-$423K
|
-6,975
|
-4%
|
|
|
5
|
|
$9.72M
|
-$83.7K
|
-1,380
|
-0.8%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$9.41M
|
+$6.06M
|
+99,925
|
+157%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$8.57M
|
+$9.04M
|
+148,973
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.46M
|
+$144K
|
+2,375
|
+3%
|
|
|
9
|
|
$4.08M
|
+$4.31M
|
+71,013
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.44M
|
-$480K
|
-7,914
|
-12%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.22M
|
+$1.45M
|
+23,828
|
+74%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.83M
|
+$2.82M
|
+46,470
|
+1,713%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
+$98.9K
|
+1,629
|
+5%
|
|
|
14
|
Zacks Investment Management
Chicago,
Illinois
|
$2M
|
+$1.87M
|
+30,860
|
+775%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.56M
|
-$2.72M
|
-44,870
|
-62%
|
|
|
16
|
Idaho Trust Bank
Boise,
Idaho
|
$1.46M
|
+$98.9K
|
+1,629
|
+7%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.27M
|
+$61
|
+1
|
+0%
|
|
|
18
|
Innealta Capital
Austin,
Texas
|
$1.06M
|
-$18.7K
|
-308
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$33.7K
|
+556
|
+3%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$962K
|
-$236K
|
-3,887
|
-19%
|
|
|
21
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$860K
|
-$8.74K
|
-144
|
-1%
|
|
|
22
|
|
$754K
|
+$796K
|
+13,116
|
New
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$609K
|
-$60.1K
|
-990
|
-9%
|
|
|
24
|
Meeder Asset Management
Dublin,
Ohio
|
$481K
|
+$507K
|
+8,358
|
New
|
|
|
25
|
Tiemann Investment Advisors
Menlo Park,
California
|
$473K
|
–
|
–
|
–
|
|
