|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$18M
|
-$1.09M
|
-23,968
|
-6%
|
|
|
2
|
|
$3.71M
|
-$155K
|
-3,407
|
-4%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
+$890K
|
+19,558
|
+149%
|
|
|
4
|
|
$1.05M
|
+$1.02M
|
+22,462
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$936K
|
+$36.8K
|
+808
|
+4%
|
|
|
6
|
KKM Financial
Chicago,
Illinois
|
$644K
|
–
|
–
|
–
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$310K
|
+$83.7K
|
+1,838
|
+39%
|
|
|
8
|
ProVise Management Group
Clearwater,
Florida
|
$309K
|
+$83.5K
|
+1,835
|
+39%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$276K
|
-$157K
|
-3,439
|
-37%
|
|
|
10
|
Elevatus Welath Management
Victor,
New York
|
$232K
|
+$226K
|
+4,955
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$54.5K
|
+$13.7K
|
+302
|
+35%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$15.2K
|
–
|
–
|
–
|
|
|
13
|
NBC Securities
Birmingham,
Alabama
|
$15K
|
+$14.9K
|
+327
|
New
|
|
|
14
|
Atria Wealth Solutions
New York
|
–
|
-$298K
|
-6,534
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.94K
|
-174
|
Closed
|
|
