|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$18.6M
|
+$234K
|
+8,301
|
+1%
|
|
|
2
|
TAP Consulting
Kirkwood,
Missouri
|
$1.83M
|
+$1.76M
|
+62,378
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$1.32M
|
+46,961
|
New
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$769K
|
+$354K
|
+12,568
|
+92%
|
|
|
5
|
Flow Traders U.S.
New York
|
$435K
|
+$418K
|
+14,823
|
New
|
|
|
6
|
|
$410K
|
-$210K
|
-7,450
|
-35%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
+$56K
|
+1,985
|
+146%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$64.6K
|
-$63.2K
|
-2,241
|
-50%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$57.3K
|
–
|
–
|
–
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$56.6K
|
+$225
|
+8
|
+0.4%
|
|
|
11
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$29.9K
|
+$28.7K
|
+1,018
|
New
|
|
|
12
|
|
$29.4K
|
–
|
–
|
–
|
|
|
13
|
Cutler Group
San Francisco,
California
|
$27K
|
-$19.7K
|
-700
|
-43%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$26.4K
|
+$25.4K
|
+900
|
New
|
|
|
15
|
Activest Wealth Management
Aventure,
Florida
|
$23.4K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.81K
|
-$19.6K
|
-694
|
-70%
|
|
|
17
|
Simplex Trading
Chicago,
Illinois
|
$5K
|
+$5.64K
|
+200
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$956K
|
-37,349
|
Closed
|
|
|
20
|
First Interstate Bank
Billings,
Montana
|
–
|
-$563K
|
-22,000
|
Closed
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$63K
|
-2,461
|
Closed
|
|
