|
26
|
Parkside Advisors
Berkeley,
California
|
$639K
|
+$639K
|
+10,485
|
New
|
|
|
27
|
NWAM LLC
Mercer Island,
Washington
|
$622K
|
+$351K
|
+5,754
|
+129%
|
|
|
28
|
Montecito Bank & Trust
Santa Barbara,
California
|
$516K
|
+$24.9K
|
+409
|
+5%
|
|
|
29
|
KeyBank National Association
Cleveland,
Ohio
|
$500K
|
–
|
–
|
–
|
|
|
30
|
Rayner & Haynor
Mill Valley,
California
|
$488K
|
–
|
–
|
–
|
|
|
31
|
KMS Financial Services
Seattle,
Washington
|
$407K
|
+$27K
|
+443
|
+7%
|
|
|
32
|
IFC Holdings
Tampa,
Florida
|
$383K
|
-$24.9K
|
-409
|
-6%
|
|
|
33
|
Chevy Chase Trust
Bethesda,
Maryland
|
$310K
|
+$244
|
+4
|
+0.1%
|
|
|
34
|
Regal Investment Advisors
Kentwood,
Michigan
|
$267K
|
-$41.1K
|
-674
|
-13%
|
|
|
35
|
Altavista Wealth Management
Asheville,
North Carolina
|
$244K
|
–
|
–
|
–
|
|
|
36
|
New South Capital Management
Memphis,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$229K
|
–
|
–
|
–
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$220K
|
-$26K
|
-427
|
-11%
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$120K
|
+$69.9K
|
+1,147
|
+140%
|
|
|
40
|
Raffa Wealth Management
Washington,
District of Columbia
|
$60.9K
|
–
|
–
|
–
|
|
|
41
|
M&T Bank
Buffalo,
New York
|
$46K
|
–
|
–
|
–
|
|
|
42
|
BlackRock Institutional Trust
San Francisco,
California
|
$43K
|
+$42.7K
|
+700
|
New
|
|
|
43
|
Tower Research Capital (TRC)
New York
|
$35K
|
+$29.6K
|
+485
|
+500%
|
|
|
44
|
AssetMark Inc
Concord,
California
|
$6K
|
+$5.67K
|
+93
|
New
|
|
|
45
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
46
|
|
–
|
-$666K
|
-10,943
|
Closed
|
|
|
47
|
Bluefin Capital Management
New York
|
–
|
-$400K
|
-6,482
|
Closed
|
|
|
48
|
Palladium Partners
Norfolk,
Virginia
|
–
|
-$249K
|
-4,088
|
Closed
|
|
|
49
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$12K
|
-200
|
Closed
|
|
