|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$16.2M
|
+$466K
|
+11,749
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.06M
|
+$923K
|
+23,252
|
+28%
|
|
|
3
|
|
$2.51M
|
-$1.93M
|
-48,561
|
-43%
|
|
|
4
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.76M
|
+$306K
|
+7,715
|
+20%
|
|
|
5
|
|
$1.14M
|
-$4.19M
|
-105,658
|
-78%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
+$1.08M
|
+27,275
|
New
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.04M
|
+$1.07M
|
+27,073
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.02M
|
-$5.04K
|
-127
|
-0.5%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$392K
|
-$755K
|
-19,028
|
-65%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$382K
|
+$33.3K
|
+839
|
+10%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$230K
|
+$237K
|
+5,980
|
New
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$207K
|
+$53.4K
|
+1,346
|
+33%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$72K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17.5K
|
+$1.79K
|
+45
|
+11%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$12.4K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
–
|
-$68.1K
|
-1,684
|
Closed
|
|
