|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$33.8M
|
+$715K
|
+27,268
|
+2%
|
|
|
2
|
|
$27M
|
+$1.21M
|
+46,120
|
+5%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$19.2M
|
-$152K
|
-5,808
|
-0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$2.54M
|
-96,899
|
-18%
|
|
|
5
|
AWM Capital
Phoenix,
Arizona
|
$8.27M
|
+$841K
|
+32,071
|
+12%
|
|
|
6
|
|
$5.07M
|
-$939K
|
-35,798
|
-16%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$4.35M
|
-$26
|
-1
|
-0%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$4.19M
|
-$113K
|
-4,307
|
-3%
|
|
|
9
|
SG Americas Securities
New York
|
$4.13M
|
-$792K
|
-30,202
|
-17%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.93M
|
-$540K
|
-20,605
|
-13%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$3.89M
|
-$721K
|
-27,520
|
-16%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
-$13.4K
|
-513
|
-0.4%
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$3.37M
|
+$168K
|
+6,424
|
+6%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.88M
|
-$54.7K
|
-2,086
|
-2%
|
|
|
15
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.79M
|
+$144K
|
+5,475
|
+6%
|
|
|
16
|
Idaho Trust Bank
Boise,
Idaho
|
$2.64M
|
+$500K
|
+19,063
|
+25%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.42M
|
+$111K
|
+4,225
|
+5%
|
|
|
18
|
Florin Court Capital
London,
United Kingdom
|
$2.2M
|
+$2.1M
|
+79,922
|
New
|
|
|
19
|
|
$1.64M
|
+$1.56M
|
+59,556
|
New
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.33M
|
+$92.5K
|
+3,528
|
+8%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.23M
|
-$4.06K
|
-155
|
-0.3%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.2M
|
+$68.8K
|
+2,626
|
+6%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.16M
|
-$214K
|
-8,168
|
-16%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$40.8K
|
+1,556
|
+4%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$961K
|
-$8.21K
|
-313
|
-0.9%
|
|
