|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$27.4M
|
+$27.3M
|
+534,950
|
New
|
|
|
2
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$6.38M
|
-$363K
|
-7,100
|
-5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.08M
|
-$2.02M
|
-39,512
|
-25%
|
|
|
4
|
|
$2.97M
|
+$612K
|
+11,967
|
+26%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.17M
|
-$119K
|
-2,322
|
-5%
|
|
|
6
|
|
$511K
|
+$509K
|
+9,963
|
New
|
|
|
7
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$491K
|
–
|
–
|
–
|
|
|
8
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$491K
|
–
|
–
|
–
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$360K
|
–
|
–
|
–
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$217K
|
–
|
–
|
–
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$201K
|
-$46.6K
|
-912
|
-19%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$201K
|
+$205K
|
+4,000
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$107K
|
+$37.5K
|
+734
|
+54%
|
|
|
15
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$45K
|
-$4.6K
|
-90
|
-9%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$28K
|
-$12.4K
|
-242
|
-30%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$17K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$409K
|
-8,489
|
Closed
|
|
|
20
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
–
|
-$77K
|
-1,588
|
Closed
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$3K
|
-54
|
Closed
|
|
