|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$23M
|
-$264K
|
-8,008
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$1.84M
|
-55,947
|
-14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$718K
|
+21,797
|
+44%
|
|
|
4
|
Flow Traders U.S.
New York
|
$2.19M
|
+$1.68M
|
+51,058
|
+452%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$975K
|
-$1.38K
|
-42
|
-0.2%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$814K
|
+$549K
|
+16,662
|
+256%
|
|
|
7
|
|
$601K
|
-$371K
|
-11,277
|
-40%
|
|
|
8
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$354K
|
+$3.36K
|
+102
|
+1%
|
|
|
9
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$262K
|
+$23.8K
|
+723
|
+11%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$70.9K
|
+$1.32K
|
+40
|
+2%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$68.5K
|
–
|
–
|
–
|
|
|
12
|
|
$35.2K
|
+$33
|
+1
|
+0.1%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$35.1K
|
–
|
–
|
–
|
|
|
14
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$33.4K
|
-$1.84K
|
-56
|
-6%
|
|
|
15
|
Activest Wealth Management
Aventure,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$11.5K
|
+$10.8K
|
+327
|
New
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$5.06K
|
-$33
|
-1
|
-0.7%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$4.67K
|
+$4.38K
|
+133
|
New
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$3.51K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$772
|
+$724
|
+22
|
New
|
|
|
22
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$1.3M
|
-41,080
|
Closed
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$76.5K
|
-2,409
|
Closed
|
|
