|
1
|
SoFi Wealth
San Francisco,
California
|
$66.8M
|
+$6.8M
|
+504,558
|
+11%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$141K
|
-$260K
|
-19,316
|
-65%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$30.4K
|
+$30.7K
|
+2,280
|
New
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$16.7K
|
+$3.96K
|
+294
|
+31%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$10.5K
|
+$7.87K
|
+584
|
+282%
|
|
|
6
|
CVA Family Office
Denver,
Colorado
|
$10.5K
|
–
|
–
|
–
|
|
|
7
|
|
$2.23K
|
+$646
|
+48
|
+40%
|
|
|
8
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.56K
|
+$1.58K
|
+117
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44K
|
-$5.44K
|
-404
|
-79%
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.05K
|
–
|
–
|
–
|
|
|
11
|
Hantz Financial Services
Southfield,
Michigan
|
$1K
|
-$175
|
-13
|
-10%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$933
|
+$673
|
+50
|
+250%
|
|
|
13
|
Annapolis Financial Services
Annapolis,
Maryland
|
$707
|
–
|
–
|
–
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$360
|
–
|
–
|
–
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$120
|
–
|
–
|
–
|
|
|
16
|
Concord Wealth Partners
Abingdon,
Virginia
|
$107
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$19
|
–
|
–
|
–
|
|
|
18
|
GTS Securities
Miami,
Florida
|
–
|
-$1.68M
|
-120,077
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$514K
|
-36,841
|
Closed
|
|
|
20
|
Bear Mountain Capital
Seattle,
Washington
|
–
|
-$2.1K
|
-160
|
Closed
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-84
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$740
|
-53
|
Closed
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$28
|
-2
|
Closed
|
|
