|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$22.4M
|
-$42.3K
|
-1,350
|
-0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.69M
|
+$470K
|
+15,006
|
+42%
|
|
|
3
|
TAP Consulting
Kirkwood,
Missouri
|
$1.49M
|
-$469K
|
-14,972
|
-25%
|
|
|
4
|
Concurrent Investment Advisors
Tampa,
Florida
|
$798K
|
+$748K
|
+23,888
|
New
|
|
|
5
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$333K
|
+$595
|
+19
|
+0.2%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$154K
|
+$82.7K
|
+2,639
|
+134%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$65.2K
|
–
|
–
|
–
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$55K
|
+$51.6K
|
+1,646
|
New
|
|
|
9
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$42.9K
|
+$4.89K
|
+156
|
+14%
|
|
|
10
|
|
$33.4K
|
+$31
|
+1
|
+0.1%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$33.4K
|
–
|
–
|
–
|
|
|
12
|
Activest Wealth Management
Aventure,
Florida
|
$26.7K
|
+$25K
|
+798
|
New
|
|
|
13
|
Cutler Group
San Francisco,
California
|
$16K
|
-$3.13K
|
-100
|
-17%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$4.84K
|
-$1.57K
|
-50
|
-26%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$3.34K
|
+$3.13K
|
+100
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$2.6K
|
+$2.44K
|
+78
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$33
|
+$31
|
+1
|
New
|
|
|
19
|
Flow Traders U.S.
New York
|
–
|
-$1.7M
|
-55,155
|
Closed
|
|
|
20
|
|
–
|
-$1.44M
|
-46,518
|
Closed
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$874K
|
-28,337
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$236K
|
-7,646
|
Closed
|
|
|
23
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
–
|
-$201K
|
-6,500
|
Closed
|
|
|
24
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$3K
|
-99
|
Closed
|
|
