|
1
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$10.9M
|
-$39.5K
|
-1,018
|
-0.3%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
-$975K
|
-25,144
|
-9%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.44M
|
+$119K
|
+3,073
|
+9%
|
|
|
4
|
|
$1.29M
|
+$291K
|
+7,506
|
+28%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$733K
|
-$897K
|
-23,120
|
-54%
|
|
|
6
|
|
$443K
|
+$86.7K
|
+2,236
|
+23%
|
|
|
7
|
Coldstream Capital Management
Bellevue,
Washington
|
$432K
|
-$181K
|
-4,667
|
-29%
|
|
|
8
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$337K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$279K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$268K
|
-$575K
|
-14,829
|
-67%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$227K
|
-$210K
|
-5,410
|
-47%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$215K
|
+$222K
|
+5,735
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$138K
|
-$9.66K
|
-249
|
-6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$19.3K
|
+497
|
+72%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$38K
|
–
|
–
|
–
|
|
|
16
|
Dunvegan Associates
Santa Barbara,
California
|
$36K
|
–
|
–
|
–
|
|
|
17
|
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$4K
|
-$194
|
-5
|
-5%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$3K
|
+$39
|
+1
|
+1%
|
|
|
20
|
Parkside Advisors
Berkeley,
California
|
–
|
-$2.92M
|
-75,342
|
Closed
|
|
|
21
|
National Planning Corporation
El Segundo,
California
|
–
|
-$45.4K
|
-1,200
|
Closed
|
|
|
22
|
Madden Advisory Services
Jacksonville,
Florida
|
–
|
-$10K
|
-253
|
Closed
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$5K
|
-120
|
Closed
|
|
|
24
|
Patten Group
Chattanooga,
Tennessee
|
–
|
-$4K
|
-100
|
Closed
|
|
