|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$23.7M
|
+$155K
|
+2,603
|
+0.7%
|
|
|
2
|
Elevatus Welath Management
Victor,
New York
|
$6.73M
|
+$4.71M
|
+79,271
|
+282%
|
|
|
3
|
|
$5.18M
|
-$63.3K
|
-1,066
|
-1%
|
|
|
4
|
Sonoma Allocations
Santa Rosa,
California
|
$4.2M
|
-$1.57M
|
-26,431
|
-28%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.45M
|
+$913K
|
+15,372
|
+200%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.42M
|
-$227K
|
-3,821
|
-14%
|
|
|
7
|
|
$1.3M
|
+$293K
|
+4,926
|
+31%
|
|
|
8
|
KKM Financial
Chicago,
Illinois
|
$1.24M
|
+$28.8K
|
+485
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$968K
|
-$1.25K
|
-21
|
-0.1%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$691K
|
+$10.2K
|
+172
|
+2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$493K
|
+$468K
|
+7,869
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$397K
|
-$94.1K
|
-1,583
|
-20%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$339K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$246K
|
+$233K
|
+3,929
|
New
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$194K
|
–
|
–
|
–
|
|
|
16
|
Rockefeller Capital Management
New York
|
$93.8K
|
-$535
|
-9
|
-0.6%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$44.6K
|
–
|
–
|
–
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
$20.5K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$6.65K
|
–
|
–
|
–
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.21K
|
-$59
|
-1
|
-1%
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$1.38M
|
-25,007
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$23.3K
|
-423
|
Closed
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$12.2K
|
-221
|
Closed
|
|
