|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$25M
|
-$871K
|
-23,176
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$9.4M
|
-$2.51M
|
-66,763
|
-22%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.57M
|
+$6.32M
|
+168,106
|
+672,424%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.12M
|
+$800K
|
+21,285
|
+25%
|
|
|
5
|
|
$4.06M
|
+$3.14M
|
+83,537
|
+413%
|
|
|
6
|
Empowered Funds
Havertown,
Pennsylvania
|
$2.99M
|
+$2.88M
|
+76,561
|
New
|
|
|
7
|
Y.D. More Investments
Ramat Gan,
Israel
|
$2.8M
|
+$2.69M
|
+71,540
|
New
|
|
|
8
|
Genesee Capital Advisors
Auburn,
New York
|
$1.54M
|
+$1.48M
|
+39,454
|
New
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$990K
|
-$13.1K
|
-349
|
-1%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$761K
|
+$731K
|
+19,454
|
New
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$723K
|
+$21.8K
|
+581
|
+3%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$702K
|
+$249K
|
+6,614
|
+58%
|
|
|
13
|
CIBC World Market
Toronto,
Ontario, Canada
|
$503K
|
+$483K
|
+12,855
|
New
|
|
|
14
|
Strait & Sound Wealth Management
San Francisco,
California
|
$488K
|
+$469K
|
+12,479
|
New
|
|
|
15
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$392K
|
+$489
|
+13
|
+0.1%
|
|
|
16
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$391K
|
+$376K
|
+10,000
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
+$324K
|
+8,622
|
New
|
|
|
18
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$269K
|
–
|
–
|
–
|
|
|
19
|
|
$146K
|
+$102K
|
+2,723
|
+272%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$99.1K
|
+$89.9K
|
+2,390
|
+1,660%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$78.8K
|
+$75.2K
|
+2,000
|
New
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$76.3K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$74.5K
|
-$4.32K
|
-115
|
-6%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$65.7K
|
+$11.3K
|
+300
|
+22%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61K
|
+$58.3K
|
+1,550
|
New
|
|
