|
1
|
Lokken Investment Group
Lewes,
Delaware
|
$1.73M
|
-$376K
|
-14,445
|
-21%
|
|
|
2
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.42M
|
+$507K
|
+19,476
|
+75%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$630K
|
+$36.3K
|
+1,395
|
+7%
|
|
|
4
|
BXM Wealth
Englewood,
Colorado
|
$606K
|
+$504K
|
+19,338
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$437K
|
-$121K
|
-4,650
|
-25%
|
|
|
6
|
|
$434K
|
+$361K
|
+13,863
|
New
|
|
|
7
|
Grimes & Company
Westborough,
Massachusetts
|
$428K
|
+$356K
|
+13,666
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$386K
|
+$321K
|
+12,309
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$374K
|
+$130
|
+5
|
+0%
|
|
|
10
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$290K
|
+$241K
|
+9,255
|
New
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.3K
|
+$26K
|
+1,000
|
New
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$21.2K
|
-$133K
|
-5,089
|
-88%
|
|
|
13
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$15.7K
|
+$13K
|
+500
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$1.35K
|
+$1.12K
|
+43
|
New
|
|
|
15
|
Darwin Wealth Management
Tampa,
Florida
|
$1.13K
|
–
|
–
|
–
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$407
|
+$339
|
+13
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
–
|
-$17.2K
|
-738
|
Closed
|
|
