|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.98M
|
+$453K
|
+10,898
|
+5%
|
|
|
2
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$5.96M
|
+$251K
|
+6,053
|
+4%
|
|
|
3
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.69M
|
+$203K
|
+4,880
|
+4%
|
|
|
4
|
|
$3.9M
|
+$2.03M
|
+48,927
|
+112%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.75M
|
-$417K
|
-10,036
|
-13%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.71M
|
+$195K
|
+4,690
|
+8%
|
|
|
7
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.6M
|
-$508K
|
-12,224
|
-24%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
-$174K
|
-4,182
|
-14%
|
|
|
9
|
|
$565K
|
-$89.7K
|
-2,160
|
-14%
|
|
|
10
|
Dalton Investments
Las Vegas,
Nevada
|
$550K
|
+$997
|
+24
|
+0.2%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$444K
|
+$439K
|
+10,569
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$413K
|
-$87K
|
-2,095
|
-18%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$230K
|
-$166
|
-4
|
-0.1%
|
|
|
14
|
|
$57K
|
-$348K
|
-8,380
|
-86%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$42K
|
–
|
–
|
–
|
|
|
16
|
|
$13K
|
+$6.98K
|
+168
|
+124%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$3K
|
+$42
|
+1
|
+1%
|
|
|
19
|
First City Capital Management
Savannah,
Georgia
|
–
|
-$326K
|
-8,175
|
Closed
|
|
|
20
|
Verition Fund Management
Greenwich,
Connecticut
|
–
|
-$255K
|
-6,380
|
Closed
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$109K
|
-2,728
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$3K
|
-73
|
Closed
|
|
