|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$32.5M
|
-$130K
|
-4,729
|
-0.4%
|
|
|
2
|
|
$23.2M
|
-$1.34M
|
-48,550
|
-6%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$21.5M
|
-$34.9M
|
-1,269,072
|
-62%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$17.4M
|
+$2.35M
|
+85,579
|
+16%
|
|
|
5
|
Baker Avenue Asset Management
San Francisco,
California
|
$9.75M
|
+$6.63M
|
+241,005
|
+220%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.02M
|
-$860K
|
-31,272
|
-10%
|
|
|
7
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$4.1M
|
-$2.75M
|
-100,054
|
-40%
|
|
|
8
|
AWM Capital
Phoenix,
Arizona
|
$3.86M
|
-$535K
|
-19,455
|
-12%
|
|
|
9
|
Idaho Trust Bank
Boise,
Idaho
|
$3.13M
|
+$68.1K
|
+2,474
|
+2%
|
|
|
10
|
|
$2.86M
|
+$1.68M
|
+61,202
|
+147%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$2.51M
|
-$6.74M
|
-245,162
|
-73%
|
|
|
12
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.51M
|
-$8.94K
|
-325
|
-0.4%
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.47M
|
-$124K
|
-4,494
|
-5%
|
|
|
14
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.45M
|
+$37.4K
|
+1,360
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.34M
|
+$43.4K
|
+1,576
|
+2%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$2.14M
|
-$223K
|
-8,094
|
-10%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.03M
|
-$179K
|
-6,518
|
-8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.89M
|
-$10.8M
|
-392,645
|
-85%
|
|
|
19
|
Florin Court Capital
London,
United Kingdom
|
$1.78M
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$1.51M
|
+$6.57K
|
+239
|
+0.4%
|
|
|
21
|
Flow Traders U.S.
New York
|
$1.45M
|
+$1.43M
|
+52,118
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
+$1.23M
|
+44,833
|
New
|
|
|
23
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.04M
|
-$24.6K
|
-894
|
-2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$970K
|
-$87.6K
|
-3,185
|
-8%
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$947K
|
+$56.5K
|
+2,054
|
+7%
|
|
