|
1
|
Evoke Wealth
Los Angeles,
California
|
$560M
|
-$7.43M
|
-347,834
|
-1%
|
|
|
2
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$113M
|
-$3.75M
|
-175,804
|
-3%
|
|
|
3
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$7.92M
|
+$729K
|
+34,130
|
+9%
|
|
|
4
|
Lindbrook Capital
Calabasas,
California
|
$5.57M
|
+$2.08M
|
+97,360
|
+52%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$3.58M
|
-$2.75M
|
-128,929
|
-41%
|
|
|
6
|
|
$2.71M
|
+$2.96M
|
+138,829
|
New
|
|
|
7
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.42M
|
-$58.5K
|
-2,739
|
-2%
|
|
|
8
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.25M
|
-$1.08M
|
-50,645
|
-32%
|
|
|
9
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$1.95M
|
-$17.9M
|
-839,736
|
-89%
|
|
|
10
|
JFG Wealth Management
Denver,
Colorado
|
$1.48M
|
+$1.62M
|
+75,979
|
New
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.29M
|
–
|
–
|
–
|
|
|
12
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.01M
|
-$4.93K
|
-231
|
-0.4%
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$949K
|
+$446K
|
+20,899
|
+75%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$856K
|
+$6.9K
|
+323
|
+0.7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$827K
|
-$35.1K
|
-1,646
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$812K
|
+$227K
|
+10,642
|
+34%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$742K
|
+$13.1K
|
+614
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$544K
|
-$152K
|
-7,123
|
-20%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$538K
|
+$588K
|
+27,539
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$513K
|
-$639K
|
-29,929
|
-53%
|
|
|
21
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$399K
|
-$8.54K
|
-400
|
-2%
|
|
|
22
|
Certuity
North Palm Beach,
Florida
|
$397K
|
-$1.42M
|
-66,435
|
-77%
|
|
|
23
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$387K
|
+$19.2K
|
+898
|
+5%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$385K
|
-$42.2K
|
-1,975
|
-9%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$343K
|
-$21.3K
|
-999
|
-5%
|
|
