|
1
|
Osborne Partners Capital Management
San Francisco,
California
|
$19.9M
|
+$120K
|
+2,487
|
+0.7%
|
|
|
2
|
|
$11M
|
+$5.21M
|
+107,573
|
+104%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.5M
|
-$38.7K
|
-800
|
-0.8%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.56M
|
+$1.44M
|
+29,707
|
New
|
|
|
5
|
Flow Traders U.S.
New York
|
$1.17M
|
-$336K
|
-6,947
|
-24%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.01M
|
-$105K
|
-2,162
|
-10%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$836K
|
+$16.7K
|
+345
|
+2%
|
|
|
8
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$502K
|
–
|
–
|
–
|
|
|
9
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$502K
|
–
|
–
|
–
|
|
|
10
|
Snowden Capital Advisors
New York
|
$495K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$331K
|
+$110K
|
+2,276
|
+56%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$291K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$243K
|
+$225K
|
+4,638
|
New
|
|
|
14
|
Atria Wealth Solutions
New York
|
$237K
|
+$219K
|
+4,521
|
New
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$110K
|
-$5.62K
|
-116
|
-5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$108K
|
-$4.84K
|
-100
|
-5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$39.9K
|
-$5.81K
|
-120
|
-14%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.1K
|
-$4.89K
|
-101
|
-13%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$26K
|
+$23.9K
|
+494
|
New
|
|
|
20
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.3K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$28
|
+$48
|
+1
|
New
|
|
|
22
|
|
–
|
-$2.68M
|
-60,378
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.03M
|
-23,106
|
Closed
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$593K
|
-13,236
|
Closed
|
|
|
25
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$363K
|
-8,163
|
Closed
|
|
