|
1
|
Flow Traders U.S.
New York
|
$7.54M
|
-$1.94M
|
-51,254
|
-20%
|
|
|
2
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.76M
|
-$1.25M
|
-33,209
|
-41%
|
|
|
3
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1M
|
+$459K
|
+12,157
|
+79%
|
|
|
4
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$732K
|
+$160K
|
+4,250
|
+27%
|
|
|
5
|
|
$630K
|
+$397K
|
+10,501
|
+154%
|
|
|
6
|
Financial Connections Group
Corte Madera,
California
|
$480K
|
+$71.4K
|
+1,890
|
+17%
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$402K
|
-$18.5K
|
-489
|
-4%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$354K
|
+$367K
|
+9,716
|
New
|
|
|
9
|
Financial Insights
Tacoma,
Washington
|
$205K
|
+$213K
|
+5,643
|
New
|
|
|
10
|
Pecaut & Co
Sioux City,
Iowa
|
$120K
|
+$5.13K
|
+136
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$60K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$40.1K
|
+1,061
|
+372%
|
|
|
13
|
First Community Trust
Dubuque,
Iowa
|
$35K
|
–
|
–
|
–
|
|
|
14
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$25.6K
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$22K
|
–
|
–
|
–
|
|
|
16
|
Your Advocates Ltd
Houston,
Texas
|
$22K
|
+$23.2K
|
+615
|
New
|
|
|
17
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$16K
|
–
|
–
|
–
|
|
|
18
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.81K
|
+$9.14K
|
+242
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$3.7K
|
+98
|
New
|
|
|
21
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$864K
|
-21,076
|
Closed
|
|
|
23
|
Diversified Trust
Memphis,
Tennessee
|
–
|
-$556K
|
-13,573
|
Closed
|
|
|
24
|
Bank OZK
Little Rock,
Arkansas
|
–
|
-$246K
|
-6,000
|
Closed
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$236K
|
-5,748
|
Closed
|
|
