|
1
|
SoFi Wealth
San Francisco,
California
|
$62.9M
|
+$4.41M
|
+337,774
|
+8%
|
|
|
2
|
GTS Securities
Miami,
Florida
|
$1.68M
|
+$1.57M
|
+120,077
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$514K
|
+$13
|
+1
|
+0%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$417K
|
+$68.3K
|
+5,228
|
+21%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$13.4K
|
+$12.5K
|
+957
|
New
|
|
|
6
|
CVA Family Office
Denver,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.15K
|
-$405
|
-31
|
-6%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$2.89K
|
-$13
|
-1
|
-0.5%
|
|
|
9
|
Bear Mountain Capital
Seattle,
Washington
|
$2.1K
|
–
|
–
|
–
|
|
|
10
|
Hantz Financial Services
Southfield,
Michigan
|
$2K
|
+$170
|
+13
|
+12%
|
|
|
11
|
|
$1.66K
|
+$52
|
+4
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.1K
|
+84
|
New
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$991
|
+$980
|
+75
|
New
|
|
|
14
|
Annapolis Financial Services
Annapolis,
Maryland
|
$740
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$740
|
+$693
|
+53
|
New
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$377
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$279
|
+$261
|
+20
|
New
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$126
|
–
|
–
|
–
|
|
|
19
|
Concord Wealth Partners
Abingdon,
Virginia
|
$112
|
+$105
|
+8
|
New
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$28
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
22
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$243
|
-19
|
Closed
|
|
