|
1
|
State Street
Boston,
Massachusetts
|
$62.8M
|
+$1.19M
|
+43,654
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$33.8M
|
-$3.18M
|
-116,510
|
-8%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$29.1M
|
+$855K
|
+31,338
|
+3%
|
|
|
4
|
|
$26.9M
|
-$327K
|
-11,997
|
-1%
|
|
|
5
|
Osborne Partners Capital Management
San Francisco,
California
|
$24.9M
|
+$1.19M
|
+43,634
|
+5%
|
|
|
6
|
|
$15.8M
|
-$14.1M
|
-518,337
|
-46%
|
|
|
7
|
|
$8.38M
|
+$7.34M
|
+269,266
|
+545%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.73M
|
+$45.1K
|
+1,652
|
+0.6%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$7.02M
|
+$7.28M
|
+267,115
|
New
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$6.51M
|
-$1.95M
|
-71,491
|
-22%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$6.24M
|
+$649K
|
+23,787
|
+11%
|
|
|
12
|
SG Americas Securities
New York
|
$5.61M
|
–
|
–
|
–
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$4.26M
|
+$4.42M
|
+162,179
|
New
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$3.54M
|
+$3.67M
|
+134,560
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.12M
|
-$126K
|
-4,614
|
-4%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.05M
|
-$545K
|
-20,000
|
-15%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$3.05M
|
+$1.73M
|
+63,416
|
+121%
|
|
|
18
|
AWM Capital
Phoenix,
Arizona
|
$2.99M
|
+$500K
|
+18,323
|
+19%
|
|
|
19
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.88M
|
-$244K
|
-8,942
|
-8%
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.6M
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.38M
|
+$58.9K
|
+2,159
|
+2%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$1.96M
|
-$38.4K
|
-1,409
|
-2%
|
|
|
23
|
BBJS Financial Advisors
Seattle,
Washington
|
$1.91M
|
+$11.4K
|
+419
|
+0.6%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.56M
|
+$282K
|
+10,347
|
+21%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.54M
|
+$250K
|
+9,162
|
+18%
|
|
