|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
+$9.56M
|
+116,405
|
+116%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$16.4M
|
-$208K
|
-2,527
|
-1%
|
|
|
3
|
swisspartners Advisors
Zurich,
Switzerland
|
$10.5M
|
+$248K
|
+3,013
|
+2%
|
|
|
4
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$10.5M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.9M
|
+$1.34M
|
+16,293
|
+22%
|
|
|
6
|
|
$7.12M
|
-$28.5K
|
-347
|
-0.4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.09M
|
+$1.9M
|
+23,093
|
+95%
|
|
|
8
|
Zacks Investment Management
Chicago,
Illinois
|
$4.05M
|
+$412K
|
+5,020
|
+12%
|
|
|
9
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$3.6M
|
-$131K
|
-1,600
|
-4%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.41M
|
+$3.25M
|
+39,613
|
New
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$3.04M
|
-$72.5K
|
-882
|
-2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$3.04M
|
+$2.9M
|
+35,293
|
New
|
|
|
13
|
Banco Santander
Madrid,
Spain
|
$2.82M
|
-$325K
|
-3,959
|
-11%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$2.75M
|
+$2.63M
|
+31,958
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$2.31M
|
-$7.95M
|
-96,810
|
-78%
|
|
|
16
|
|
$2.28M
|
+$2.18M
|
+26,510
|
New
|
|
|
17
|
|
$2.11M
|
–
|
–
|
–
|
|
|
18
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2.08M
|
+$1.98M
|
+24,153
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.99M
|
-$223K
|
-2,711
|
-10%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
+$1.04M
|
+12,716
|
+135%
|
|
|
21
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.56M
|
–
|
–
|
–
|
|
|
22
|
Summit Trail Advisors
New York
|
$1.44M
|
–
|
–
|
–
|
|
|
23
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$1.44M
|
–
|
–
|
–
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$1.12M
|
+$664K
|
+8,083
|
+164%
|
|
|
25
|
|
$857K
|
–
|
–
|
–
|
|
