|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$18.6M
|
+$225K
|
+4,530
|
+1%
|
|
|
2
|
Fermata Advisors
Sonoma,
California
|
$15.5M
|
+$15.4M
|
+310,400
|
New
|
|
|
3
|
|
$6.65M
|
+$2.47M
|
+49,655
|
+59%
|
|
|
4
|
KKM Financial
Chicago,
Illinois
|
$950K
|
+$263K
|
+5,293
|
+39%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$842K
|
-$2.58K
|
-52
|
-0.3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$754K
|
+$750K
|
+15,100
|
New
|
|
|
7
|
|
$650K
|
-$239K
|
-4,801
|
-27%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$649K
|
+$646K
|
+12,995
|
New
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$365K
|
+$21.1K
|
+424
|
+6%
|
|
|
10
|
Elevatus Welath Management
Victor,
New York
|
$247K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$236K
|
+$106K
|
+2,129
|
+82%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$154K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$16.1K
|
–
|
–
|
–
|
|
|
14
|
NBC Securities
Birmingham,
Alabama
|
$16K
|
+$16.3K
|
+327
|
New
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$5.04K
|
+$5.02K
|
+101
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.89M
|
-41,447
|
Closed
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$487K
|
-10,658
|
Closed
|
|
