|
1
|
SoFi Wealth
San Francisco,
California
|
$217M
|
-$11.8M
|
-89,723
|
-5%
|
|
|
2
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$18M
|
+$3.36M
|
+25,534
|
+23%
|
|
|
3
|
Mustico Financial Group
Elmira,
New York
|
$9.1M
|
-$22.1K
|
-168
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.86M
|
+$244K
|
+1,853
|
+5%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$4.47M
|
+$4.45M
|
+33,844
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.84M
|
-$1.42M
|
-10,804
|
-33%
|
|
|
7
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.65M
|
-$275K
|
-2,092
|
-9%
|
|
|
8
|
Nova Wealth Management
Bonita Springs,
Florida
|
$2.33M
|
+$497K
|
+3,782
|
+27%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.98M
|
-$2.5M
|
-18,983
|
-56%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.7M
|
–
|
–
|
–
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$1.48M
|
+$21K
|
+160
|
+1%
|
|
|
12
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.29M
|
-$542K
|
-4,117
|
-30%
|
|
|
13
|
Centric Wealth Management
Chicago,
Illinois
|
$1.22M
|
-$25.3K
|
-192
|
-2%
|
|
|
14
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.06M
|
-$3.91M
|
-29,704
|
-79%
|
|
|
15
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$875K
|
–
|
–
|
–
|
|
|
16
|
Pathway Financial Advisers
Auburn,
Indiana
|
$705K
|
+$58.8K
|
+447
|
+9%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$632K
|
-$17.9K
|
-136
|
-3%
|
|
|
18
|
Joel Isaacson & Co
New York
|
$550K
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$439K
|
+$20.3K
|
+154
|
+5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$424K
|
-$6.58K
|
-50
|
-2%
|
|
|
21
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$382K
|
–
|
–
|
–
|
|
|
22
|
LJI Wealth Management
Indianapolis,
Indiana
|
$303K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$283K
|
–
|
–
|
–
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$242K
|
+$5.39K
|
+41
|
+2%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$242K
|
-$18.3K
|
-139
|
-7%
|
|
