|
1
|
State Street
Boston,
Massachusetts
|
$49.5M
|
+$12M
|
+128,618
|
+29%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21M
|
+$2.03M
|
+21,676
|
+10%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$17.1M
|
+$264K
|
+2,824
|
+1%
|
|
|
4
|
|
$15.2M
|
+$6.1M
|
+65,179
|
+59%
|
|
|
5
|
swisspartners Advisors
Zurich,
Switzerland
|
$12.8M
|
+$1.87K
|
+20
|
+0%
|
|
|
6
|
Prism Advisors
Studio City,
California
|
$8.38M
|
-$143K
|
-1,526
|
-2%
|
|
|
7
|
|
$7.71M
|
+$8.8K
|
+94
|
+0.1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.12M
|
-$595K
|
-6,354
|
-7%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$5.76M
|
+$2.98M
|
+31,788
|
+98%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.52M
|
-$2.83M
|
-30,275
|
-32%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.74M
|
-$176K
|
-1,879
|
-3%
|
|
|
12
|
Zacks Investment Management
Chicago,
Illinois
|
$4.31M
|
+$440K
|
+4,697
|
+10%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.74M
|
-$139K
|
-1,488
|
-3%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$3.25M
|
-$3.22M
|
-34,361
|
-48%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.9M
|
+$220K
|
+2,350
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.31M
|
-$18.3K
|
-196
|
-0.7%
|
|
|
17
|
|
$2.13M
|
–
|
–
|
–
|
|
|
18
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$2.12M
|
-$1.06M
|
-11,275
|
-67%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$2.11M
|
+$710K
|
+7,582
|
+45%
|
|
|
20
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.85M
|
+$479K
|
+5,122
|
+32%
|
|
|
21
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
22
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.42M
|
+$11.8K
|
+126
|
+0.8%
|
|
|
23
|
|
$1.4M
|
+$51.6K
|
+551
|
+4%
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
$970K
|
+$2.06K
|
+22
|
+0.2%
|
|
|
25
|
|
$875K
|
+$72.8K
|
+778
|
+8%
|
|
