|
1
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$4.36M
|
–
|
–
|
–
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.78M
|
+$62.1K
|
+900
|
+4%
|
|
|
3
|
Integrated Advisors Network
Dallas,
Texas
|
$637K
|
+$89.5K
|
+1,297
|
+17%
|
|
|
4
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$355K
|
-$10K
|
-145
|
-3%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$345K
|
–
|
–
|
–
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
7
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$214K
|
-$2.48K
|
-36
|
-1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$211K
|
-$2.42K
|
-35
|
-1%
|
|
|
9
|
Tucker Asset Management
Littleton,
Colorado
|
$36.7K
|
+$36.4K
|
+527
|
New
|
|
|
10
|
Tower Research Capital (TRC)
New York
|
$36.7K
|
-$317K
|
-4,601
|
-90%
|
|
|
11
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$27.9K
|
+$27.6K
|
+400
|
New
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$26.7K
|
+$26.4K
|
+383
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$26.3K
|
+$25K
|
+363
|
+2,593%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$25.1K
|
–
|
–
|
–
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$15.1K
|
–
|
–
|
–
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$13.7K
|
+$13.6K
|
+197
|
New
|
|
|
17
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$12.3K
|
+$12.1K
|
+176
|
New
|
|
|
18
|
Root Financial Partners
Encinitas,
California
|
$6.48K
|
+$6.42K
|
+93
|
New
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$4.88K
|
–
|
–
|
–
|
|
|
20
|
|
$155
|
+$69
|
+1
|
+100%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$104
|
–
|
–
|
–
|
|
|
22
|
LTG Capital
Newton,
Massachusetts
|
–
|
-$9.77M
|
-141,343
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.31M
|
-19,009
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$982K
|
-14,212
|
Closed
|
|
|
25
|
Sage Capital Management
Stockton,
New Jersey
|
–
|
-$271K
|
-3,921
|
Closed
|
|
