|
1
|
SoFi Wealth
San Francisco,
California
|
$286M
|
+$15.1M
|
+214,567
|
+5%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$1.85M
|
+$802K
|
+11,430
|
+65%
|
|
|
3
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$1.85M
|
+$802K
|
+11,430
|
+65%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$169K
|
+$186K
|
+2,655
|
New
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$163K
|
+$179K
|
+2,558
|
New
|
|
|
6
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$123K
|
-$1.4K
|
-20
|
-1%
|
|
|
7
|
|
$30K
|
+$14.1K
|
+201
|
+73%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$26K
|
+$22.1K
|
+315
|
+332%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25K
|
+$351
|
+5
|
+1%
|
|
|
10
|
Hantz Financial Services
Southfield,
Michigan
|
$10K
|
–
|
–
|
–
|
|
|
11
|
Cutler Group
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
12
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5K
|
+$5.61K
|
+80
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
14
|
Tucker Asset Management
Littleton,
Colorado
|
$2.53K
|
+$2.6K
|
+37
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2K
|
-$1.26K
|
-18
|
-35%
|
|
|
16
|
|
$2K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$70
|
+1
|
+11%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.01M
|
-15,362
|
Closed
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$299K
|
-4,543
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$253K
|
-3,842
|
Closed
|
|
|
21
|
|
–
|
-$229K
|
-3,480
|
Closed
|
|
|
22
|
|
–
|
-$151K
|
-2,291
|
Closed
|
|
|
23
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$3K
|
-60
|
Closed
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$1K
|
-26
|
Closed
|
|
|
25
|
Lee Financial
Dallas,
Texas
|
–
|
-$1K
|
-16
|
Closed
|
|
