|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$31.8M
|
+$614K
|
+22,261
|
+2%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$28.1M
|
+$13.3M
|
+480,764
|
+86%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$19.5M
|
-$538K
|
-19,520
|
-3%
|
|
|
4
|
|
$17.4M
|
-$1.18M
|
-42,923
|
-6%
|
|
|
5
|
Baker Avenue Asset Management
San Francisco,
California
|
$10.8M
|
+$17.1K
|
+620
|
+0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.89M
|
-$773K
|
-28,009
|
-11%
|
|
|
7
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.81M
|
+$3.23M
|
+116,956
|
+119%
|
|
|
8
|
Risk Paradigm Group
Austin,
Texas
|
$5.71M
|
+$3.12M
|
+113,018
|
+115%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.91M
|
-$5.68M
|
-205,866
|
-66%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.71M
|
+$281K
|
+10,173
|
+11%
|
|
|
11
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.68M
|
+$34.3K
|
+1,245
|
+1%
|
|
|
12
|
Idaho Trust Bank
Boise,
Idaho
|
$2.62M
|
-$300K
|
-10,884
|
-10%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$2.55M
|
-$906K
|
-32,837
|
-26%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.42M
|
-$94.6K
|
-3,428
|
-4%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$1.73M
|
-$102K
|
-3,698
|
-5%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.68M
|
-$55.5K
|
-2,013
|
-3%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$1.55M
|
+$45.7K
|
+1,657
|
+3%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.39M
|
-$251K
|
-9,105
|
-15%
|
|
|
19
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.23M
|
+$202K
|
+7,309
|
+19%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.13M
|
+$166K
|
+6,011
|
+17%
|
|
|
21
|
|
$1.09M
|
+$1.12M
|
+40,427
|
New
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$1.05M
|
+$513K
|
+18,591
|
+91%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$794K
|
+$270K
|
+9,794
|
+50%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$763K
|
–
|
–
|
–
|
|
|
25
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$690K
|
–
|
–
|
–
|
|
