|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$20.7M
|
+$42.9K
|
+757
|
+0.2%
|
|
|
2
|
Sonoma Allocations
Santa Rosa,
California
|
$5.28M
|
-$465K
|
-8,197
|
-8%
|
|
|
3
|
|
$4.61M
|
-$124K
|
-2,192
|
-3%
|
|
|
4
|
Elevatus Welath Management
Victor,
New York
|
$1.55M
|
+$317K
|
+5,597
|
+25%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.46M
|
-$43.4K
|
-766
|
-3%
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.38M
|
+$813K
|
+14,334
|
+134%
|
|
|
7
|
KKM Financial
Chicago,
Illinois
|
$1.06M
|
–
|
–
|
–
|
|
|
8
|
|
$870K
|
+$276K
|
+4,860
|
+44%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$851K
|
+$41.7K
|
+736
|
+5%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$597K
|
+$50.3K
|
+887
|
+9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$435K
|
+$37.1K
|
+654
|
+9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$424K
|
+$437K
|
+7,701
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$297K
|
–
|
–
|
–
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$173K
|
–
|
–
|
–
|
|
|
15
|
Rockefeller Capital Management
New York
|
$82.8K
|
-$681
|
-12
|
-0.8%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$39.2K
|
+$31.1K
|
+549
|
+337%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$23.3K
|
+$24K
|
+423
|
New
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
$18K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$12.2K
|
+$12.5K
|
+221
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$5.83K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.5K
|
+$5.67K
|
+100
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$256K
|
-4,647
|
Closed
|
|
|
23
|
|
–
|
-$16.2K
|
-293
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$16K
|
-283
|
Closed
|
|
