|
1
|
SkyOak Wealth
Southfield,
Michigan
|
$6.51M
|
-$127K
|
-3,514
|
-2%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$4.23M
|
+$4.44M
|
+122,628
|
New
|
|
|
3
|
|
$1.52M
|
+$1.33M
|
+36,761
|
+554%
|
|
|
4
|
KM Capital Management
Austin,
Texas
|
$1.24M
|
+$1.29M
|
+35,539
|
New
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.08M
|
-$83.8K
|
-2,312
|
-7%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$1.02M
|
-$114K
|
-3,132
|
-10%
|
|
|
7
|
HSBC Holdings
London,
United Kingdom
|
$816K
|
+$26K
|
+718
|
+3%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$599K
|
-$782K
|
-21,591
|
-56%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$425K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$371K
|
-$286K
|
-7,894
|
-43%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$345K
|
-$338K
|
-9,325
|
-49%
|
|
|
12
|
Synergy Asset Management
Vancouver,
Washington
|
$244K
|
+$253K
|
+6,975
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$232K
|
–
|
–
|
–
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$206K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$33.8K
|
–
|
–
|
–
|
|
|
16
|
|
$10.9K
|
+$11.3K
|
+312
|
New
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.18K
|
+$4.86K
|
+134
|
+134%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.79K
|
+$4.96K
|
+137
|
New
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$3.49K
|
+$3.62K
|
+100
|
New
|
|
|
21
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
–
|
-$418K
|
-11,650
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$37.8K
|
-1,055
|
Closed
|
|
