|
1
|
SkyOak Wealth
Southfield,
Michigan
|
$6.8M
|
-$335K
|
-10,008
|
-5%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.39M
|
-$233K
|
-6,951
|
-15%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.19M
|
-$31K
|
-926
|
-3%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$1.16M
|
+$373K
|
+11,127
|
+53%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$812K
|
-$347K
|
-10,371
|
-31%
|
|
|
6
|
Tower Research Capital (TRC)
New York
|
$688K
|
+$130K
|
+3,876
|
+25%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$664K
|
+$118K
|
+3,514
|
+23%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$437K
|
-$26.2K
|
-782
|
-6%
|
|
|
9
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$418K
|
-$561K
|
-16,750
|
-59%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$238K
|
-$60.6K
|
-1,809
|
-21%
|
|
|
11
|
|
$238K
|
+$222K
|
+6,636
|
New
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$211K
|
+$197K
|
+5,890
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$37.8K
|
-$28K
|
-837
|
-44%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$34.6K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.58K
|
+$3.35K
|
+100
|
New
|
|
|
17
|
|
–
|
-$512K
|
-15,801
|
Closed
|
|
|
18
|
LPL Financial
San Diego,
California
|
–
|
-$212K
|
-6,526
|
Closed
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$36.6K
|
-1,129
|
Closed
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$30.6K
|
-944
|
Closed
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$6.42K
|
-198
|
Closed
|
|
|
22
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
–
|
-$810
|
-25
|
Closed
|
|
