|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$20.7M
|
+$33.9K
|
+622
|
+0.2%
|
|
|
2
|
Sonoma Allocations
Santa Rosa,
California
|
$5.85M
|
-$5.22M
|
-95,829
|
-49%
|
|
|
3
|
|
$4.73M
|
-$40.1K
|
-736
|
-0.8%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.5M
|
+$81.2K
|
+1,492
|
+6%
|
|
|
5
|
Elevatus Welath Management
Victor,
New York
|
$1.24M
|
+$634K
|
+11,637
|
+107%
|
|
|
6
|
KKM Financial
Chicago,
Illinois
|
$1.06M
|
+$6.1K
|
+112
|
+0.6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$812K
|
-$72.6K
|
-1,334
|
-8%
|
|
|
8
|
|
$604K
|
-$285K
|
-5,232
|
-32%
|
|
|
9
|
Flow Traders U.S.
New York
|
$588K
|
-$982K
|
-18,026
|
-63%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$549K
|
+$49.6K
|
+910
|
+10%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$400K
|
-$52.2K
|
-959
|
-12%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$298K
|
+$73.5K
|
+1,350
|
+33%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$256K
|
-$44.4K
|
-815
|
-15%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$174K
|
–
|
–
|
–
|
|
|
15
|
Rockefeller Capital Management
New York
|
$83.6K
|
+$1.09K
|
+20
|
+1%
|
|
|
16
|
NBC Securities
Birmingham,
Alabama
|
$18K
|
–
|
–
|
–
|
|
|
17
|
|
$16.2K
|
+$16K
|
+293
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$8.98K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$5.84K
|
–
|
–
|
–
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$5.51K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$20
|
-$69.3K
|
-1,272
|
Closed
|
|
|
23
|
Fermata Advisors
Sonoma,
California
|
–
|
-$239K
|
-4,489
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$11.8K
|
-221
|
Closed
|
|
