|
1
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$12M
|
-$187K
|
-4,135
|
-1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
+$678K
|
+14,961
|
+6%
|
|
|
3
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$6.81M
|
-$143K
|
-3,149
|
-2%
|
|
|
4
|
Parkside Advisors
Berkeley,
California
|
$3.1M
|
+$71.5K
|
+1,578
|
+2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.33M
|
-$114K
|
-2,513
|
-4%
|
|
|
6
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.04M
|
–
|
–
|
–
|
|
|
7
|
|
$1.43M
|
-$196K
|
-4,333
|
-11%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$855K
|
+$39K
|
+860
|
+4%
|
|
|
9
|
Coldstream Capital Management
Bellevue,
Washington
|
$783K
|
-$97.6K
|
-2,155
|
-10%
|
|
|
10
|
Dalton Investments
Las Vegas,
Nevada
|
$552K
|
+$3.17K
|
+70
|
+0.5%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$538K
|
+$37.7K
|
+833
|
+7%
|
|
|
12
|
|
$409K
|
-$1.99K
|
-44
|
-0.5%
|
|
|
13
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$374K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$322K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$164K
|
-$48.3K
|
-1,067
|
-21%
|
|
|
16
|
|
$50K
|
+$53.5K
|
+1,180
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$42K
|
–
|
–
|
–
|
|
|
18
|
Dunvegan Associates
Santa Barbara,
California
|
$40K
|
–
|
–
|
–
|
|
|
19
|
Madden Advisory Services
Jacksonville,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
20
|
|
$6K
|
–
|
–
|
–
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$3K
|
+$45
|
+1
|
+1%
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$5.51K
|
-119
|
Closed
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
+$136
|
+3
|
New
|
|
