|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$27.9M
|
-$206K
|
-4,609
|
-0.7%
|
|
|
2
|
Hamilton Wealth
Encino,
California
|
$8.46M
|
-$52.9K
|
-1,185
|
-0.6%
|
|
|
3
|
Y.D. More Investments
Ramat Gan,
Israel
|
$5.66M
|
+$1.21M
|
+27,079
|
+27%
|
|
|
4
|
|
$3.99M
|
+$1.04M
|
+23,191
|
+35%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.89M
|
+$131K
|
+2,932
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.73M
|
+$93.6K
|
+2,098
|
+3%
|
|
|
7
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$2.31M
|
+$2.33M
|
+52,249
|
New
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.01M
|
-$119K
|
-2,662
|
-6%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.97M
|
-$144K
|
-3,236
|
-7%
|
|
|
10
|
Genesee Capital Advisors
Auburn,
New York
|
$1.86M
|
-$3.26K
|
-73
|
-0.2%
|
|
|
11
|
Financial Sense Advisors
San Diego,
California
|
$1.72M
|
+$6.78K
|
+152
|
+0.4%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
-$2.7M
|
-60,523
|
-62%
|
|
|
13
|
Global View Capital Management
Waukesha,
Wisconsin
|
$1.64M
|
+$872K
|
+19,532
|
+114%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.62M
|
+$100K
|
+2,242
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$30.1K
|
+675
|
+3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.18M
|
-$1.62M
|
-36,248
|
-58%
|
|
|
17
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$877K
|
+$21.6K
|
+483
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$821K
|
+$36.6K
|
+819
|
+5%
|
|
|
19
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$671K
|
–
|
–
|
–
|
|
|
20
|
Strait & Sound Wealth Management
San Francisco,
California
|
$588K
|
-$580
|
-13
|
-0.1%
|
|
|
21
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$452K
|
+$2.99K
|
+67
|
+0.7%
|
|
|
22
|
|
$435K
|
+$45.7K
|
+1,023
|
+12%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$427K
|
+$173K
|
+3,885
|
+69%
|
|
|
24
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$376K
|
+$32.3K
|
+724
|
+9%
|
|
|
25
|
Alterna Wealth Management
Houston,
Texas
|
$312K
|
–
|
–
|
–
|
|
