|
1
|
SoFi Wealth
San Francisco,
California
|
$402M
|
+$11.8M
|
+159,235
|
+3%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$2.44M
|
-$19K
|
-257
|
-0.8%
|
|
|
3
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.44M
|
-$13K
|
-176
|
-0.6%
|
|
|
4
|
Joel Isaacson & Co
New York
|
$366K
|
–
|
–
|
–
|
|
|
5
|
Wedbush Securities
Los Angeles,
California
|
$287K
|
+$55K
|
+745
|
+25%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$179K
|
+$19.3K
|
+262
|
+13%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$66.8K
|
+$63K
|
+853
|
New
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.8K
|
+$812
|
+11
|
+2%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$31.4K
|
+$27K
|
+366
|
+1,076%
|
|
|
10
|
|
$29.6K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9K
|
+$4.43K
|
+60
|
+46%
|
|
|
12
|
Hantz Financial Services
Southfield,
Michigan
|
$13K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$12K
|
+$11.4K
|
+154
|
New
|
|
|
14
|
Annapolis Financial Services
Annapolis,
Maryland
|
$6.23K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$5.03K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.85K
|
+$74
|
+1
|
+2%
|
|
|
17
|
Tucker Asset Management
Littleton,
Colorado
|
$2.88K
|
–
|
–
|
–
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$16
|
–
|
–
|
–
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$966K
|
-13,364
|
Closed
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$454K
|
-5,075
|
Closed
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
-$22K
|
-311
|
Closed
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$217
|
-3
|
Closed
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$14
|
–
|
–
|
|
