|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$28.4M
|
+$129K
|
+5,181
|
+0.4%
|
|
|
2
|
|
$21.1M
|
-$1.57M
|
-63,174
|
-6%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$14.5M
|
-$1.75M
|
-70,344
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.65M
|
-$1.53M
|
-61,592
|
-14%
|
|
|
5
|
AWM Capital
Phoenix,
Arizona
|
$5.45M
|
-$1.58M
|
-63,495
|
-21%
|
|
|
6
|
Money Design
Tokyo,
Japan
|
$3.55M
|
+$59.3K
|
+2,382
|
+2%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$3.21M
|
-$40.1K
|
-1,610
|
-1%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$3.18M
|
+$3.24M
|
+130,196
|
+1,640%
|
|
|
9
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.78M
|
-$37K
|
-1,485
|
-1%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$2.44M
|
+$44.1K
|
+1,773
|
+2%
|
|
|
11
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.42M
|
+$104K
|
+4,194
|
+4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
-$1.01M
|
-40,653
|
-29%
|
|
|
13
|
Idaho Trust Bank
Boise,
Idaho
|
$2.33M
|
+$134K
|
+5,390
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.06M
|
-$1.09M
|
-43,721
|
-33%
|
|
|
15
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.96M
|
-$67.6K
|
-2,715
|
-3%
|
|
|
16
|
|
$1.52M
|
+$157K
|
+6,316
|
+11%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.26M
|
+$833K
|
+33,486
|
+158%
|
|
|
18
|
Strategic Investment Management
Arlington,
Virginia
|
$1.11M
|
+$1.2M
|
+48,350
|
New
|
|
|
19
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.11M
|
-$17.2K
|
-692
|
-1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$933K
|
+$8.88K
|
+357
|
+0.9%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$858K
|
-$159K
|
-6,395
|
-15%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$850K
|
+$172K
|
+6,911
|
+23%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$821K
|
-$161K
|
-6,483
|
-15%
|
|
|
24
|
|
$817K
|
-$3.69M
|
-148,437
|
-81%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$795K
|
-$251K
|
-10,076
|
-23%
|
|
