|
1
|
State Street
Boston,
Massachusetts
|
$60.8M
|
-$9.8M
|
-350,640
|
-12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$47M
|
-$6.09M
|
-217,912
|
-10%
|
|
|
3
|
|
$30.4M
|
-$1.81M
|
-64,883
|
-5%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$27.7M
|
-$1.95M
|
-69,791
|
-6%
|
|
|
5
|
|
$24.1M
|
-$28.4K
|
-1,015
|
-0.1%
|
|
|
6
|
Osborne Partners Capital Management
San Francisco,
California
|
$21.2M
|
+$24.6M
|
+878,947
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$1.6M
|
+57,268
|
+15%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$8.72M
|
-$225K
|
-8,047
|
-2%
|
|
|
9
|
SG Americas Securities
New York
|
$5.14M
|
–
|
–
|
–
|
|
|
10
|
ING Group
Amsterdam,
Netherlands
|
$5.06M
|
-$5.87M
|
-210,000
|
-50%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$4.93M
|
+$209K
|
+7,475
|
+4%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$4.86M
|
-$196
|
-7
|
-0%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$4.85M
|
+$1.52M
|
+54,294
|
+37%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.94M
|
+$718K
|
+25,708
|
+19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.89M
|
-$2.22M
|
-79,433
|
-33%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.28M
|
-$4.25K
|
-152
|
-0.1%
|
|
|
17
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.72M
|
+$537K
|
+19,208
|
+20%
|
|
|
18
|
AWM Capital
Phoenix,
Arizona
|
$2.44M
|
+$1.07M
|
+38,389
|
+71%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2.3M
|
+$2.66M
|
+95,175
|
+21,582%
|
|
|
20
|
|
$2.23M
|
-$35.7M
|
-1,277,159
|
-93%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.21M
|
–
|
–
|
–
|
|
|
22
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.85M
|
+$72.9K
|
+2,609
|
+4%
|
|
|
23
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.55M
|
-$1.18M
|
-42,304
|
-40%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.53M
|
+$270K
|
+9,675
|
+18%
|
|
|
25
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.43M
|
+$24.9K
|
+890
|
+2%
|
|
