|
1
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$5.75M
|
–
|
–
|
–
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.21M
|
+$3.55M
|
+42,277
|
+296%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$2.27M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
+$1.3M
|
+15,501
|
New
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$382K
|
–
|
–
|
–
|
|
|
6
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$358K
|
+$18.7K
|
+223
|
+6%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$330K
|
+$336
|
+4
|
+0.1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$279K
|
–
|
–
|
–
|
|
|
9
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$246K
|
+$224K
|
+2,668
|
New
|
|
|
10
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$242K
|
+$221K
|
+2,630
|
New
|
|
|
11
|
|
$230K
|
+$210K
|
+2,500
|
New
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$221K
|
+$201K
|
+2,400
|
New
|
|
|
13
|
Sage Capital Management
Stockton,
New Jersey
|
$212K
|
+$194K
|
+2,306
|
New
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$166K
|
+$152K
|
+1,808
|
New
|
|
|
15
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$36.8K
|
–
|
–
|
–
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.9K
|
+$31.8K
|
+379
|
New
|
|
|
17
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$10.4K
|
-$2.27K
|
-27
|
-19%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$3.87K
|
-$2.35K
|
-28
|
-40%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.22K
|
+$1.43K
|
+17
|
+94%
|
|
|
20
|
|
$157
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$71
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$380K
|
-5,306
|
Closed
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$208K
|
-2,904
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$159K
|
-2,214
|
Closed
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$14.1K
|
-197
|
Closed
|
|
