|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$18.1M
|
+$420K
|
+10,625
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.56M
|
-$819K
|
-20,725
|
-20%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.9M
|
+$1.65M
|
+41,798
|
+153%
|
|
|
4
|
|
$2.67M
|
-$60.3K
|
-1,525
|
-2%
|
|
|
5
|
|
$1.46M
|
+$204K
|
+5,171
|
+17%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$1.2M
|
+$1.13M
|
+28,569
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
-$29.8K
|
-754
|
-3%
|
|
|
8
|
KKM Financial
Chicago,
Illinois
|
$576K
|
+$543K
|
+13,731
|
New
|
|
|
9
|
Atria Wealth Solutions
New York
|
$511K
|
+$78.7K
|
+1,992
|
+20%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$372K
|
+$114K
|
+2,880
|
+48%
|
|
|
11
|
Private Trust Company
Cleveland,
Ohio
|
$221K
|
-$4.43K
|
-112
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.5K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.8K
|
-$360K
|
-9,100
|
-96%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$13.6K
|
–
|
–
|
–
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$8.81K
|
+$8.3K
|
+210
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.94K
|
-$15.2K
|
-385
|
-85%
|
|
|
17
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
–
|
-$1.76M
|
-45,684
|
Closed
|
|
|
18
|
Flow Traders U.S.
New York
|
–
|
-$1.04M
|
-27,073
|
Closed
|
|
