|
1
|
State Street
Boston,
Massachusetts
|
$41.3M
|
+$23.2M
|
+234,501
|
+112%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$20.6M
|
+$164K
|
+1,660
|
+0.8%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$18.2M
|
+$280K
|
+2,832
|
+1%
|
|
|
4
|
swisspartners Advisors
Zurich,
Switzerland
|
$13.7M
|
+$51.4K
|
+520
|
+0.4%
|
|
|
5
|
|
$10.2M
|
+$9.3M
|
+94,072
|
+545%
|
|
|
6
|
Prism Advisors
Studio City,
California
|
$9.16M
|
+$397K
|
+4,012
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.76M
|
-$775K
|
-7,846
|
-8%
|
|
|
8
|
|
$8.29M
|
-$821K
|
-8,310
|
-9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.26M
|
+$2.74M
|
+27,750
|
+46%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$6.7M
|
-$222K
|
-2,244
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.28M
|
+$313K
|
+3,166
|
+6%
|
|
|
12
|
Zacks Investment Management
Chicago,
Illinois
|
$4.2M
|
+$94.8K
|
+959
|
+2%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.16M
|
–
|
–
|
–
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$3.01M
|
-$62.6K
|
-633
|
-2%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.9M
|
-$44.6K
|
-451
|
-1%
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$2.65M
|
+$2.81M
|
+28,436
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.51M
|
+$333K
|
+3,369
|
+14%
|
|
|
18
|
|
$2.29M
|
–
|
–
|
–
|
|
|
19
|
|
$1.6M
|
-$206K
|
-2,088
|
-11%
|
|
|
20
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$1.57M
|
+$247K
|
+2,496
|
+17%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$1.56M
|
+$317K
|
+3,210
|
+24%
|
|
|
22
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
23
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.51M
|
–
|
–
|
–
|
|
|
24
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.51M
|
+$1.6M
|
+16,208
|
New
|
|
|
25
|
|
$1.46M
|
+$125K
|
+1,264
|
+9%
|
|
