|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$22.1M
|
+$234K
|
+6,911
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
-$898K
|
-26,472
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.8M
|
+$433K
|
+12,774
|
+18%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$855K
|
-$71.2K
|
-2,101
|
-8%
|
|
|
5
|
|
$673K
|
+$105K
|
+3,082
|
+18%
|
|
|
6
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$597K
|
+$608K
|
+17,922
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$378K
|
+$385K
|
+11,339
|
New
|
|
|
8
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$334K
|
-$1.53K
|
-45
|
-0.4%
|
|
|
9
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$229K
|
-$20.4K
|
-601
|
-8%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$67.3K
|
–
|
–
|
–
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$65K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$46K
|
+$46.8K
|
+1,381
|
New
|
|
|
13
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$42.2K
|
+$10.6K
|
+314
|
+33%
|
|
|
14
|
|
$33.4K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$33.3K
|
–
|
–
|
–
|
|
|
16
|
Activest Wealth Management
Aventure,
Florida
|
$26.6K
|
–
|
–
|
–
|
|
|
17
|
|
$6.5K
|
+$6.61K
|
+195
|
New
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
$4.8K
|
–
|
–
|
–
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$3.33K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Abound Wealth Management
Franklin,
Tennessee
|
$1K
|
+$1.02K
|
+30
|
New
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$733
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$2.19M
|
-62,347
|
Closed
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$814K
|
-23,174
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$11.5K
|
-327
|
Closed
|
|
