|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$32.1M
|
-$526K
|
-18,912
|
-2%
|
|
|
2
|
|
$23.2M
|
-$155K
|
-5,578
|
-0.7%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$21.7M
|
–
|
–
|
–
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$18.3M
|
+$817K
|
+29,357
|
+5%
|
|
|
5
|
Baker Avenue Asset Management
San Francisco,
California
|
$10.6M
|
+$810K
|
+29,126
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.88M
|
-$188K
|
-6,757
|
-2%
|
|
|
7
|
|
$5.28M
|
+$2.38M
|
+85,511
|
+83%
|
|
|
8
|
AWM Capital
Phoenix,
Arizona
|
$3.75M
|
-$142K
|
-5,091
|
-4%
|
|
|
9
|
Idaho Trust Bank
Boise,
Idaho
|
$2.99M
|
-$154K
|
-5,528
|
-5%
|
|
|
10
|
Risk Paradigm Group
Austin,
Texas
|
$2.61M
|
+$2.59M
|
+93,257
|
New
|
|
|
11
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.58M
|
+$90.8K
|
+3,264
|
+4%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$2.53M
|
+$501
|
+18
|
+0%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.52M
|
+$163K
|
+5,864
|
+7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.47M
|
+$430K
|
+15,475
|
+21%
|
|
|
15
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.43M
|
-$29.5K
|
-1,062
|
-1%
|
|
|
16
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$2.37M
|
-$1.74M
|
-62,677
|
-43%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$1.99M
|
-$162K
|
-5,817
|
-8%
|
|
|
18
|
Flow Traders U.S.
New York
|
$1.97M
|
+$507K
|
+18,218
|
+35%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.7M
|
-$824K
|
-29,624
|
-33%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.68M
|
+$426K
|
+15,310
|
+34%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$1.52M
|
+$3.12K
|
+112
|
+0.2%
|
|
|
22
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.11M
|
+$60.5K
|
+2,175
|
+6%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$921K
|
-$13.9K
|
-501
|
-1%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$790K
|
-$918
|
-33
|
-0.1%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$790K
|
+$122K
|
+4,375
|
+18%
|
|
