|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$16.9M
|
-$372K
|
-7,331
|
-2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.85M
|
-$122K
|
-2,400
|
-2%
|
|
|
3
|
|
$4.78M
|
+$2.15M
|
+42,504
|
+68%
|
|
|
4
|
|
$3.99M
|
-$1.26M
|
-24,863
|
-22%
|
|
|
5
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.67M
|
-$244K
|
-4,810
|
-12%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$808K
|
+$894K
|
+17,634
|
New
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$795K
|
+$684K
|
+13,499
|
+335%
|
|
|
8
|
Flow Traders U.S.
New York
|
$582K
|
+$330K
|
+6,508
|
+103%
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$435K
|
–
|
–
|
–
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$435K
|
–
|
–
|
–
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$370K
|
–
|
–
|
–
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$349K
|
-$154K
|
-3,035
|
-28%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$261K
|
+$28.1K
|
+554
|
+11%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$220K
|
+$246K
|
+4,847
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$182K
|
-$25.4K
|
-501
|
-11%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$177K
|
-$93.3K
|
-1,840
|
-32%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
+$19.5K
|
+385
|
+22%
|
|
|
18
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$63K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$34K
|
-$19.4K
|
-382
|
-34%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
-$66.6K
|
-1,314
|
-64%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$17.8K
|
+$19.9K
|
+392
|
+39,200%
|
|
|
22
|
Atwood & Palmer
Kansas City,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.81K
|
+$6.49K
|
+128
|
New
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$2.45K
|
+$2.74K
|
+54
|
New
|
|
|
25
|
Two Sigma Securities
New York
|
–
|
-$228K
|
-4,448
|
Closed
|
|
