|
1
|
State Street
Boston,
Massachusetts
|
$62.8M
|
-$4.5M
|
-175,928
|
-7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$37.6M
|
-$13.9M
|
-543,183
|
-28%
|
|
|
3
|
|
$30M
|
-$3.63M
|
-141,664
|
-11%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$28.8M
|
-$1.83M
|
-71,657
|
-6%
|
|
|
5
|
|
$27.7M
|
+$924K
|
+36,085
|
+4%
|
|
|
6
|
Osborne Partners Capital Management
San Francisco,
California
|
$24.2M
|
+$595K
|
+23,230
|
+3%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$8.55M
|
-$1.08M
|
-42,376
|
-12%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.32M
|
+$7.26M
|
+283,565
|
+1,041%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.83M
|
-$3.59M
|
-140,076
|
-32%
|
|
|
10
|
Money Design
Tokyo,
Japan
|
$5.72M
|
+$321K
|
+12,523
|
+6%
|
|
|
11
|
SG Americas Securities
New York
|
$5.71M
|
-$256
|
-10
|
-0%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.64M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.3M
|
-$1.02M
|
-39,972
|
-24%
|
|
|
14
|
Schoolcraft Capital
Boulder,
Colorado
|
$3.17M
|
+$141K
|
+5,492
|
+5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.06M
|
+$2.34M
|
+91,447
|
+402%
|
|
|
16
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.65M
|
+$188K
|
+7,341
|
+8%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$2.55M
|
+$82.2K
|
+3,210
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.37M
|
-$1.86M
|
-72,742
|
-45%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$2.04M
|
+$785K
|
+30,654
|
+67%
|
|
|
20
|
BBJS Financial Advisors
Seattle,
Washington
|
$1.93M
|
+$1.85M
|
+72,260
|
New
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$1.41M
|
-$3.89M
|
-152,109
|
-74%
|
|
|
22
|
Personal Capital Advisors
Redwood City,
California
|
$1.4M
|
+$1.09M
|
+42,612
|
+438%
|
|
|
23
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.4M
|
+$535K
|
+20,915
|
+67%
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.34M
|
+$93.5K
|
+3,653
|
+8%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.33M
|
-$1.18M
|
-46,006
|
-48%
|
|
