|
1
|
SoFi Wealth
San Francisco,
California
|
$207M
|
+$1.76M
|
+16,457
|
+0.9%
|
|
|
2
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$9.96M
|
+$4.36M
|
+40,824
|
+94%
|
|
|
3
|
Mustico Financial Group
Elmira,
New York
|
$8.42M
|
+$1.43M
|
+13,350
|
New
|
|
|
4
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.45M
|
+$371K
|
+3,470
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.56M
|
+$507K
|
+4,744
|
+19%
|
|
|
6
|
Two Sigma Investments
New York
|
$3.52M
|
+$3.18M
|
+29,800
|
New
|
|
|
7
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.9M
|
-$50.7K
|
-474
|
-2%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.45M
|
+$1.89M
|
+17,728
|
+586%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.74M
|
+$96.9K
|
+907
|
+7%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.61M
|
+$1.1M
|
+10,313
|
+309%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
-$28.9K
|
-270
|
-2%
|
|
|
12
|
Nova Wealth Management
Bonita Springs,
Florida
|
$1.41M
|
+$1.1M
|
+10,260
|
+623%
|
|
|
13
|
Wedbush Securities
Los Angeles,
California
|
$1.27M
|
+$27.8K
|
+260
|
+2%
|
|
|
14
|
Centric Wealth Management
Chicago,
Illinois
|
$1.14M
|
-$21.9K
|
-205
|
-2%
|
|
|
15
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$782K
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$645K
|
+$12.9K
|
+121
|
+2%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$548K
|
+$18.1K
|
+169
|
+4%
|
|
|
18
|
Marshall Wace
London,
United Kingdom
|
$499K
|
+$452K
|
+4,226
|
New
|
|
|
19
|
Joel Isaacson & Co
New York
|
$492K
|
–
|
–
|
–
|
|
|
20
|
Pathway Financial Advisers
Auburn,
Indiana
|
$482K
|
+$436K
|
+4,083
|
New
|
|
|
21
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$341K
|
+$309K
|
+2,890
|
New
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$297K
|
+$181K
|
+1,693
|
+205%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$286K
|
-$1.21M
|
-11,321
|
-82%
|
|
|
24
|
LJI Wealth Management
Indianapolis,
Indiana
|
$271K
|
+$245K
|
+2,295
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$260K
|
+$236K
|
+2,205
|
New
|
|
