|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$21.1M
|
-$207K
|
-6,308
|
-0.9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$12.8M
|
+389,514
|
+38,951,400%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.57M
|
-$33.8K
|
-1,031
|
-2%
|
|
|
4
|
TAP Consulting
Kirkwood,
Missouri
|
$1.3M
|
-$118K
|
-3,596
|
-8%
|
|
|
5
|
|
$902K
|
+$932K
|
+28,406
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$883K
|
+$912K
|
+27,801
|
New
|
|
|
7
|
Flow Traders U.S.
New York
|
$358K
|
+$370K
|
+11,289
|
New
|
|
|
8
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$316K
|
–
|
–
|
–
|
|
|
9
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$214K
|
+$221K
|
+6,749
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$207K
|
+$214K
|
+6,512
|
New
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$76.5K
|
+$25K
|
+763
|
+46%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66.5K
|
-$86.3K
|
-2,632
|
-57%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$62K
|
–
|
–
|
–
|
|
|
14
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$37K
|
+$37.7K
|
+1,150
|
New
|
|
|
15
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$32K
|
-$9.02K
|
-275
|
-21%
|
|
|
16
|
|
$31.8K
|
-$33
|
-1
|
-0.1%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$31.8K
|
–
|
–
|
–
|
|
|
18
|
Activest Wealth Management
Aventure,
Florida
|
$25.3K
|
–
|
–
|
–
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$4.61K
|
–
|
–
|
–
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$3.17K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$820
|
-25
|
-50%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
–
|
-$798K
|
-23,888
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$2.6K
|
-78
|
Closed
|
|
