|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$28.8M
|
+$1.32M
|
+52,705
|
+5%
|
|
|
2
|
|
$22.4M
|
+$90.2K
|
+3,595
|
+0.4%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$16.9M
|
-$1.93M
|
-76,982
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$2.87M
|
-114,456
|
-18%
|
|
|
5
|
AWM Capital
Phoenix,
Arizona
|
$6.43M
|
+$664K
|
+26,450
|
+11%
|
|
|
6
|
|
$5.27M
|
-$3.14M
|
-125,154
|
-36%
|
|
|
7
|
SG Americas Securities
New York
|
$4.32M
|
-$21.8K
|
-868
|
-0.5%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$4.04M
|
-$429K
|
-17,110
|
-9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.91M
|
-$1.19M
|
-47,417
|
-23%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$3.78M
|
-$389K
|
-15,497
|
-9%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$3.75M
|
-$1.44M
|
-57,285
|
-27%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.21M
|
+$1.53M
|
+61,064
|
+84%
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.78M
|
+$242K
|
+9,649
|
+9%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.66M
|
+$1.22M
|
+48,732
|
+78%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$2.55M
|
+$132K
|
+5,260
|
+5%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.29M
|
-$37.5K
|
-1,495
|
-2%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2M
|
+$124K
|
+4,923
|
+6%
|
|
|
18
|
Idaho Trust Bank
Boise,
Idaho
|
$1.84M
|
+$1.93M
|
+76,768
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.21M
|
-$54.9K
|
-2,186
|
-4%
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.09M
|
+$57.9K
|
+2,306
|
+5%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.07M
|
+$65.4K
|
+2,605
|
+6%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$984K
|
+$144K
|
+5,751
|
+16%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$925K
|
-$58.9K
|
-2,348
|
-6%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$884K
|
+$109K
|
+4,329
|
+13%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$859K
|
-$24.3K
|
-968
|
-3%
|
|
