|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$29.2M
|
+$1.58M
|
+64,226
|
+6%
|
|
|
2
|
|
$24.3M
|
-$2.92M
|
-118,370
|
-12%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$22.4M
|
-$4.6M
|
-186,572
|
-19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
-$4.81M
|
-195,344
|
-20%
|
|
|
5
|
|
$12.2M
|
-$2.65M
|
-107,426
|
-19%
|
|
|
6
|
|
$7.44M
|
+$1.79M
|
+72,513
|
+36%
|
|
|
7
|
AWM Capital
Phoenix,
Arizona
|
$6.06M
|
-$920K
|
-37,329
|
-14%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.85M
|
-$1.85M
|
-74,941
|
-26%
|
|
|
9
|
SG Americas Securities
New York
|
$5.82M
|
–
|
–
|
–
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$5.54M
|
-$711K
|
-28,847
|
-12%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$5.33M
|
-$64.7K
|
-2,626
|
-1%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$4.3M
|
-$5.46M
|
-221,641
|
-58%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$3.47M
|
-$114K
|
-4,638
|
-4%
|
|
|
14
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.16M
|
–
|
–
|
–
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.91M
|
-$212K
|
-8,618
|
-7%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.68M
|
+$2.37M
|
+96,364
|
+5,548%
|
|
|
17
|
Idaho Trust Bank
Boise,
Idaho
|
$1.99M
|
+$651K
|
+26,418
|
+57%
|
|
|
18
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.94M
|
+$48.6K
|
+1,972
|
+3%
|
|
|
19
|
BBJS Financial Advisors
Seattle,
Washington
|
$1.81M
|
+$14.5K
|
+590
|
+0.9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.5M
|
-$51.1K
|
-2,075
|
-4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$247K
|
+10,012
|
+23%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.43M
|
+$1.29M
|
+52,304
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.36M
|
-$414K
|
-16,801
|
-25%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.34M
|
+$1.21M
|
+49,155
|
New
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.34M
|
-$190K
|
-7,725
|
-14%
|
|
