|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$7.77M
|
+$7.82M
|
+171,439
|
New
|
|
|
2
|
|
$4.63M
|
-$90.7K
|
-1,987
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.63M
|
+$417K
|
+9,149
|
+13%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.73M
|
+$576K
|
+12,627
|
+27%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
-$416K
|
-9,111
|
-27%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$872K
|
+$125K
|
+2,738
|
+17%
|
|
|
7
|
Bank of New York Mellon
New York
|
$834K
|
+$190K
|
+4,156
|
+29%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$776K
|
+$336K
|
+7,355
|
+75%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$513K
|
+$2.56K
|
+56
|
+0.5%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$453K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$405K
|
-$1.08M
|
-23,615
|
-73%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$402K
|
+$4.56K
|
+100
|
+1%
|
|
|
13
|
Intrust Bank
Wichita,
Kansas
|
$317K
|
–
|
–
|
–
|
|
|
14
|
Next Financial Group
Houston,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
15
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$214K
|
-$9.08K
|
-199
|
-4%
|
|
|
16
|
American International Group
New York
|
$172K
|
+$21K
|
+460
|
+14%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$133K
|
+$17.8K
|
+390
|
+15%
|
|
|
18
|
Joel Isaacson & Co
New York
|
$59K
|
+$547
|
+12
|
+0.9%
|
|
|
19
|
|
$43K
|
+$32.3K
|
+709
|
+291%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
-$39.4K
|
-863
|
-52%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$26K
|
–
|
–
|
–
|
|
|
22
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$24K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
-$1.93M
|
-42,339
|
-99%
|
|
|
24
|
Gupta Wealth Management
San Diego,
California
|
$10K
|
+$10.5K
|
+230
|
New
|
|
|
25
|
|
–
|
-$1.52M
|
-34,900
|
Closed
|
|
