|
1
|
SoFi Wealth
San Francisco,
California
|
$359M
|
+$17.3M
|
+246,452
|
+5%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$2.27M
|
+$11.6K
|
+165
|
+0.5%
|
|
|
3
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.26M
|
+$11.5K
|
+164
|
+0.5%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$966K
|
+$266K
|
+3,798
|
+40%
|
|
|
5
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$454K
|
+$224K
|
+3,195
|
+170%
|
|
|
6
|
Joel Isaacson & Co
New York
|
$338K
|
+$327K
|
+4,672
|
New
|
|
|
7
|
Wedbush Securities
Los Angeles,
California
|
$211K
|
+$205K
|
+2,923
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$146K
|
+$141K
|
+2,018
|
New
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.2K
|
-$5.04K
|
-72
|
-14%
|
|
|
10
|
|
$27.3K
|
-$7K
|
-100
|
-21%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$22K
|
-$59.7K
|
-853
|
-73%
|
|
|
12
|
Hantz Financial Services
Southfield,
Michigan
|
$12K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.38K
|
+$4.83K
|
+69
|
+113%
|
|
|
14
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.75K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.44K
|
+$4.27K
|
+61
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$3.22K
|
–
|
–
|
–
|
|
|
17
|
Tucker Asset Management
Littleton,
Colorado
|
$2.66K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$2.48K
|
+$2.38K
|
+34
|
New
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$217
|
+$210
|
+3
|
New
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$15
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$14
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$6
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$300K
|
-4,527
|
Closed
|
|
|
25
|
|
–
|
-$293K
|
-4,405
|
Closed
|
|
