|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$20M
|
+$115K
|
+2,213
|
+0.6%
|
|
|
2
|
Sonoma Allocations
Santa Rosa,
California
|
$10.6M
|
+$10.2M
|
+197,376
|
New
|
|
|
3
|
|
$4.62M
|
-$2.14M
|
-41,312
|
-32%
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.53M
|
+$1.49M
|
+28,699
|
New
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.37M
|
+$55.6K
|
+1,072
|
+4%
|
|
|
6
|
KKM Financial
Chicago,
Illinois
|
$1.02M
|
+$6.59K
|
+127
|
+0.7%
|
|
|
7
|
|
$863K
|
-$53.2K
|
-1,024
|
-6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$856K
|
-$21.4K
|
-413
|
-3%
|
|
|
9
|
Elevatus Welath Management
Victor,
New York
|
$579K
|
+$307K
|
+5,908
|
+119%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$483K
|
+$74.1K
|
+1,428
|
+19%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$429K
|
+$4.36K
|
+84
|
+1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$291K
|
+$284K
|
+5,462
|
New
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$239K
|
-$1.75M
|
-33,778
|
-88%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$216K
|
+$210K
|
+4,050
|
New
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$167K
|
–
|
–
|
–
|
|
|
16
|
Rockefeller Capital Management
New York
|
$79.7K
|
+$77.7K
|
+1,496
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$67.8K
|
+$66K
|
+1,272
|
New
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
$17.4K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$75.8K
|
-1,460
|
-84%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$11.8K
|
+$11.5K
|
+221
|
New
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$8.69K
|
-$8.3K
|
-160
|
-50%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$5.65K
|
-$52
|
-1
|
-0.9%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$5.33K
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
–
|
-$311K
|
-6,098
|
Closed
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$131K
|
-2,578
|
Closed
|
|
