|
1
|
SoFi Wealth
San Francisco,
California
|
$314M
|
+$15.3M
|
+226,084
|
+5%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$2.08M
|
+$142K
|
+2,092
|
+7%
|
|
|
3
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.07M
|
+$140K
|
+2,071
|
+7%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$636K
|
+$649K
|
+9,566
|
New
|
|
|
5
|
|
$300K
|
+$307K
|
+4,527
|
New
|
|
|
6
|
|
$293K
|
+$299K
|
+4,405
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$141K
|
-$36.4K
|
-537
|
-20%
|
|
|
8
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$125K
|
-$3.39K
|
-50
|
-3%
|
|
|
9
|
Tower Research Capital (TRC)
New York
|
$77K
|
+$78.9K
|
+1,164
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39.6K
|
+$12.7K
|
+187
|
+46%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.3K
|
+$8.75K
|
+129
|
+32%
|
|
|
12
|
|
$31.8K
|
–
|
–
|
–
|
|
|
13
|
Hantz Financial Services
Southfield,
Michigan
|
$11K
|
–
|
–
|
–
|
|
|
14
|
My Personal CFO LLC
Vancouver,
Washington
|
$8.03K
|
+$8.21K
|
+121
|
New
|
|
|
15
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.29K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
+$1.83K
|
+27
|
+79%
|
|
|
18
|
Tucker Asset Management
Littleton,
Colorado
|
$2.45K
|
–
|
–
|
–
|
|
|
19
|
|
$2.08K
|
-$271
|
-4
|
-11%
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$13
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
22
|
Personal Capital Advisors
Redwood City,
California
|
–
|
-$163K
|
-2,558
|
Closed
|
|
|
23
|
Cutler Group
San Francisco,
California
|
–
|
-$5K
|
-80
|
Closed
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$1K
|
-10
|
Closed
|
|
|
25
|
|
–
|
+$407
|
+6
|
New
|
|
