|
1
|
|
$24M
|
-$316K
|
-12,556
|
-1%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$23.9M
|
-$1.27M
|
-50,349
|
-5%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$23.9M
|
+$366K
|
+14,519
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
-$3.48M
|
-138,123
|
-12%
|
|
|
5
|
|
$13.2M
|
-$552K
|
-21,903
|
-4%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$9.01M
|
+$125K
|
+4,962
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.88M
|
-$429K
|
-17,030
|
-6%
|
|
|
8
|
AWM Capital
Phoenix,
Arizona
|
$6.17M
|
+$2.47M
|
+98,253
|
+61%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$5.51M
|
-$588K
|
-23,340
|
-9%
|
|
|
10
|
SG Americas Securities
New York
|
$5.07M
|
–
|
–
|
–
|
|
|
11
|
|
$4.76M
|
-$1.25M
|
-49,470
|
-20%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$4.71M
|
+$447K
|
+17,768
|
+10%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$3.13M
|
+$250K
|
+9,922
|
+8%
|
|
|
14
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.76M
|
–
|
–
|
–
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.74M
|
+$41.9K
|
+1,662
|
+1%
|
|
|
16
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.64M
|
+$81.4K
|
+3,234
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.58M
|
-$488K
|
-19,395
|
-23%
|
|
|
18
|
BBJS Financial Advisors
Seattle,
Washington
|
$1.56M
|
-$30.1K
|
-1,196
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$12.9K
|
+511
|
+0.9%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1.35M
|
-$99.7K
|
-3,958
|
-7%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
+$15.2K
|
+604
|
+1%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$1.17M
|
-$1.44M
|
-57,210
|
-54%
|
|
|
23
|
Idaho Trust Bank
Boise,
Idaho
|
$1.1M
|
+$49.6K
|
+1,969
|
+4%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$1.04M
|
-$35.9K
|
-1,425
|
-3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.02M
|
-$258K
|
-10,251
|
-19%
|
|
