|
1
|
Evoke Wealth
Los Angeles,
California
|
$686M
|
-$33M
|
-1,375,329
|
-5%
|
|
|
2
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$141M
|
-$4.61M
|
-192,453
|
-3%
|
|
|
3
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$22.2M
|
+$22.1M
|
+921,153
|
+4,943%
|
|
|
4
|
FDx Advisors
Chicago,
Illinois
|
$20.2M
|
+$20.2M
|
+842,013
|
+6,963%
|
|
|
5
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8.79M
|
+$2.78K
|
+116
|
+0%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$7.39M
|
+$1.39M
|
+57,992
|
+23%
|
|
|
7
|
Lindbrook Capital
Calabasas,
California
|
$4.45M
|
+$354K
|
+14,785
|
+9%
|
|
|
8
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$3.47M
|
-$685K
|
-28,569
|
-15%
|
|
|
9
|
Koshinski Asset Management
Decatur,
Illinois
|
$3M
|
-$366K
|
-15,253
|
-11%
|
|
|
10
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$2.68M
|
+$51.2K
|
+2,136
|
+2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.61M
|
-$134K
|
-5,572
|
-5%
|
|
|
12
|
Stegent Equity Advisors
Houston,
Texas
|
$2.35M
|
-$518K
|
-21,624
|
-18%
|
|
|
13
|
Certuity
North Palm Beach,
Florida
|
$2.05M
|
-$601K
|
-25,070
|
-22%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.57M
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$1.33M
|
-$65.8K
|
-2,745
|
-5%
|
|
|
16
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.23M
|
-$30.3K
|
-1,266
|
-2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$77.9K
|
+3,251
|
+8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$426K
|
+17,788
|
+69%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$884K
|
+$102K
|
+4,248
|
+13%
|
|
|
20
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$863K
|
-$65.9K
|
-2,750
|
-7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$827K
|
+$79.6K
|
+3,321
|
+10%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$732K
|
+$742K
|
+30,958
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$714K
|
+$723K
|
+30,177
|
New
|
|
|
24
|
Financial Advocates Investment Management
Olympia,
Washington
|
$690K
|
-$59.2K
|
-2,469
|
-8%
|
|
|
25
|
Fermata Advisors
Sonoma,
California
|
$656K
|
+$664K
|
+27,708
|
New
|
|
