|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$29.9M
|
+$1.97M
|
+76,633
|
+7%
|
|
|
2
|
|
$24.3M
|
+$989K
|
+38,559
|
+4%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$20.4M
|
-$1.01M
|
-39,412
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
-$3.61M
|
-140,541
|
-18%
|
|
|
5
|
|
$9M
|
-$2.67M
|
-104,028
|
-23%
|
|
|
6
|
|
$8.75M
|
+$1.61M
|
+62,587
|
+23%
|
|
|
7
|
AWM Capital
Phoenix,
Arizona
|
$6.3M
|
+$498K
|
+19,421
|
+9%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$5.57M
|
+$463K
|
+18,033
|
+9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.49M
|
-$102K
|
-3,985
|
-2%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$4.84M
|
-$443K
|
-17,285
|
-9%
|
|
|
11
|
SG Americas Securities
New York
|
$4.72M
|
-$828K
|
-32,263
|
-15%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$4.52M
|
+$404K
|
+15,748
|
+10%
|
|
|
13
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.02M
|
–
|
–
|
–
|
|
|
14
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.77M
|
-$5.85K
|
-228
|
-0.2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$2.64M
|
-$668K
|
-26,022
|
-20%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.53M
|
-$26.3K
|
-1,026
|
-1%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.05M
|
+$189K
|
+7,373
|
+10%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.91M
|
+$645K
|
+25,137
|
+52%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.89M
|
+$584K
|
+22,746
|
+46%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.62M
|
+$251K
|
+9,783
|
+19%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.37M
|
+$89.5K
|
+3,487
|
+7%
|
|
|
22
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.12M
|
-$138K
|
-5,380
|
-11%
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.07M
|
-$361K
|
-14,087
|
-26%
|
|
|
25
|
BBJS Financial Advisors
Seattle,
Washington
|
$1.01M
|
-$712K
|
-27,735
|
-42%
|
|
