|
1
|
SoFi Wealth
San Francisco,
California
|
$681M
|
+$42.6M
|
+427,105
|
+7%
|
|
|
2
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.77M
|
-$108K
|
-1,083
|
-4%
|
|
|
3
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.03M
|
-$50.6K
|
-507
|
-5%
|
|
|
4
|
Centric Wealth Management
Chicago,
Illinois
|
$988K
|
-$688K
|
-6,897
|
-79%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$842K
|
+$777K
|
+7,787
|
+2,456%
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$708K
|
+$42.6K
|
+427
|
+7%
|
|
|
7
|
|
$582K
|
+$558K
|
+5,597
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$502K
|
-$177K
|
-1,777
|
-27%
|
|
|
9
|
Joel Isaacson & Co
New York
|
$485K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$443K
|
+$279K
|
+2,799
|
+191%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$416K
|
+$50.9K
|
+510
|
+15%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$368K
|
+$182K
|
+1,826
|
+106%
|
|
|
13
|
Fisher Asset Management
Camas,
Washington
|
$348K
|
+$334K
|
+3,351
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$261K
|
+$6.68K
|
+67
|
+3%
|
|
|
15
|
|
$125K
|
+$10.4K
|
+104
|
+9%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$60.7K
|
-$698
|
-7
|
-1%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.6K
|
-$1.5K
|
-15
|
-3%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$41.6K
|
–
|
–
|
–
|
|
|
19
|
WR Wealth Planners
Columbia,
Missouri
|
$27.3K
|
+$26.2K
|
+263
|
New
|
|
|
20
|
Concord Wealth Partners
Abingdon,
Virginia
|
$17.6K
|
–
|
–
|
–
|
|
|
21
|
Archer Investment Corporation
Carmel,
Indiana
|
$15.4K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$11K
|
+$10.6K
|
+106
|
New
|
|
|
23
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.27K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.51K
|
–
|
–
|
–
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$4.68K
|
+$4.49K
|
+45
|
New
|
|
