|
1
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$13.3M
|
+$236K
|
+5,479
|
+2%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$772K
|
+17,949
|
+8%
|
|
|
3
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$7.01M
|
+$572K
|
+13,306
|
+9%
|
|
|
4
|
Parkside Advisors
Berkeley,
California
|
$3.01M
|
+$298K
|
+6,936
|
+11%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.49M
|
–
|
–
|
–
|
|
|
6
|
|
$1.97M
|
+$113K
|
+2,631
|
+6%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.67M
|
+$1.64M
|
+38,017
|
New
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$984K
|
-$23.7K
|
-551
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$928K
|
-$346K
|
-8,033
|
-28%
|
|
|
10
|
Virtu KCG Holdings
New York
|
$664K
|
+$185K
|
+4,304
|
+40%
|
|
|
11
|
Dalton Investments
Las Vegas,
Nevada
|
$571K
|
+$2.37K
|
+55
|
+0.4%
|
|
|
12
|
|
$453K
|
-$65.8K
|
-1,530
|
-13%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$365K
|
-$37.2K
|
-865
|
-9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$246K
|
+$40.4K
|
+940
|
+20%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$44K
|
–
|
–
|
–
|
|
|
16
|
Dunvegan Associates
Santa Barbara,
California
|
$42K
|
+$40.9K
|
+950
|
New
|
|
|
17
|
|
$9K
|
-$98.2K
|
-2,282
|
-92%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$7K
|
+$6.45K
|
+150
|
New
|
|
|
19
|
|
$6K
|
-$5.16K
|
-120
|
-47%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$4K
|
+93
|
New
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
22
|
First City Capital Management
Savannah,
Georgia
|
–
|
-$359K
|
-8,175
|
Closed
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$205K
|
-4,673
|
Closed
|
|
