|
1
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$4.48M
|
–
|
–
|
–
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.77M
|
-$70.2K
|
-920
|
-4%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.02M
|
+$1.09M
|
+14,282
|
New
|
|
|
4
|
|
$380K
|
+$405K
|
+5,306
|
New
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$297K
|
-$64.1K
|
-840
|
-17%
|
|
|
6
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$263K
|
-$110K
|
-1,435
|
-28%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$257K
|
+$382
|
+5
|
+0.1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$217K
|
–
|
–
|
–
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$208K
|
-$13.1K
|
-171
|
-6%
|
|
|
10
|
Tower Research Capital (TRC)
New York
|
$159K
|
+$129K
|
+1,688
|
+321%
|
|
|
11
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$28.7K
|
–
|
–
|
–
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$14.1K
|
–
|
–
|
–
|
|
|
13
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$10K
|
-$5.88K
|
-77
|
-35%
|
|
|
14
|
Root Financial Partners
Encinitas,
California
|
$6.66K
|
–
|
–
|
–
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$5.02K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.29K
|
-$27.4K
|
-359
|
-95%
|
|
|
17
|
|
$117
|
-$76
|
-1
|
-50%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$42
|
–
|
–
|
–
|
|
|
19
|
Integrated Advisors Network
Dallas,
Texas
|
–
|
-$637K
|
-9,146
|
Closed
|
|
|
20
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$36.7K
|
-527
|
Closed
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$26.7K
|
-383
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$25.1K
|
-360
|
Closed
|
|
|
23
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
–
|
-$12.3K
|
-176
|
Closed
|
|
