|
1
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$13.1M
|
+$6.95M
|
+161,885
|
+119%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.47M
|
+$83.7K
|
+1,951
|
+0.9%
|
|
|
3
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$6.42M
|
+$199K
|
+4,632
|
+3%
|
|
|
4
|
Parkside Advisors
Berkeley,
California
|
$2.7M
|
+$2.64M
|
+61,504
|
New
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.49M
|
-$377K
|
-8,790
|
-13%
|
|
|
6
|
|
$1.85M
|
-$2.17M
|
-50,606
|
-55%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
+$113K
|
+2,643
|
+10%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.01M
|
-$653K
|
-15,213
|
-40%
|
|
|
9
|
Dalton Investments
Las Vegas,
Nevada
|
$568K
|
-$5.62K
|
-131
|
-1%
|
|
|
10
|
|
$520K
|
-$69K
|
-1,608
|
-12%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$474K
|
+$9.66K
|
+225
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$402K
|
-$26K
|
-605
|
-6%
|
|
|
13
|
First City Capital Management
Savannah,
Georgia
|
$359K
|
+$351K
|
+8,175
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$205K
|
-$34.8K
|
-810
|
-15%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$205K
|
+$201K
|
+4,673
|
New
|
|
|
16
|
|
$109K
|
+$48.6K
|
+1,132
|
+84%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$44K
|
–
|
–
|
–
|
|
|
18
|
|
$11K
|
-$2.06K
|
-48
|
-16%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.71M
|
-64,394
|
Closed
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$6K
|
-150
|
Closed
|
|
|
22
|
Summit Securities Group
New York
|
–
|
+$43
|
+1
|
New
|
|
