|
1
|
SoFi Wealth
San Francisco,
California
|
$466M
|
+$14.2M
|
+178,882
|
+3%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$2.63M
|
-$39.4K
|
-496
|
-2%
|
|
|
3
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.56M
|
-$50.5K
|
-636
|
-2%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$837K
|
+$784K
|
+9,879
|
New
|
|
|
5
|
Centric Wealth Management
Chicago,
Illinois
|
$780K
|
+$710K
|
+8,943
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$697K
|
+$653K
|
+8,229
|
New
|
|
|
7
|
Wedbush Securities
Los Angeles,
California
|
$473K
|
+$63.1K
|
+795
|
+17%
|
|
|
8
|
Joel Isaacson & Co
New York
|
$396K
|
–
|
–
|
–
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$216K
|
+$202K
|
+2,546
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$203K
|
-$10.2K
|
-128
|
-5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$92K
|
-$60K
|
-756
|
-41%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$76.5K
|
+$14.9K
|
+188
|
+26%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.9K
|
-$318
|
-4
|
-0.5%
|
|
|
14
|
|
$44.3K
|
-$161K
|
-2,025
|
-79%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.9K
|
-$6.75K
|
-85
|
-15%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$33.9K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
-$143K
|
-1,796
|
-86%
|
|
|
18
|
Bear Mountain Capital
Seattle,
Washington
|
$19.3K
|
+$18.1K
|
+228
|
New
|
|
|
19
|
Hantz Financial Services
Southfield,
Michigan
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Annapolis Financial Services
Annapolis,
Maryland
|
$6.74K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$5.44K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.28K
|
–
|
–
|
–
|
|
|
23
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$2.24K
|
+$2.06K
|
+26
|
New
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$953
|
+$873
|
+11
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$881
|
-$4.53K
|
-57
|
-85%
|
|
