|
1
|
MAI Capital Management
Independence,
Ohio
|
$220M
|
+$225M
|
+9,891,779
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$30.5M
|
+$2.2M
|
+96,918
|
+8%
|
|
|
3
|
a16z Perennial Management
Menlo Park,
California
|
$16.2M
|
+$16.5M
|
+726,729
|
New
|
|
|
4
|
Fermata Advisors
Sonoma,
California
|
$4.67M
|
+$43.7K
|
+1,921
|
+0.9%
|
|
|
5
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.53M
|
–
|
–
|
–
|
|
|
6
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$3.37M
|
+$3.44M
|
+151,481
|
New
|
|
|
7
|
|
$1.91M
|
-$21.9K
|
-961
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$65.8K
|
+2,892
|
+5%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$1.29M
|
-$72.9K
|
-3,207
|
-5%
|
|
|
10
|
Centric Wealth Management
Chicago,
Illinois
|
$834K
|
–
|
–
|
–
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
$687K
|
+$701K
|
+30,841
|
New
|
|
|
12
|
Evoke Wealth
Los Angeles,
California
|
$516K
|
-$242M
|
-10,646,058
|
-100%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$343K
|
+$350K
|
+15,391
|
New
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$324K
|
-$7.78K
|
-342
|
-2%
|
|
|
15
|
Tidal Investments
Milwaukee,
Wisconsin
|
$289K
|
+$295K
|
+12,967
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$237K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$232K
|
+$1.68K
|
+74
|
+0.7%
|
|
|
18
|
Main Street Group
Glen Allen,
Virginia
|
$165K
|
–
|
–
|
–
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$155K
|
–
|
–
|
–
|
|
|
20
|
Marshall Investment Management
Littleton,
Colorado
|
$13.8K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$1.48M
|
-66,474
|
Closed
|
|
|
23
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
–
|
-$896K
|
-40,233
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$291K
|
-13,051
|
Closed
|
|
