|
1
|
Evoke Wealth
Los Angeles,
California
|
$480M
|
-$5.84M
|
-300,977
|
-1%
|
|
|
2
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$103M
|
-$3.95M
|
-203,588
|
-4%
|
|
|
3
|
Lindbrook Capital
Calabasas,
California
|
$18.5M
|
+$1.82M
|
+93,937
|
+11%
|
|
|
4
|
|
$12.2M
|
+$4.66M
|
+240,482
|
+61%
|
|
|
5
|
Choreo LLC
Rockford,
Illinois
|
$7.35M
|
-$214K
|
-11,032
|
-3%
|
|
|
6
|
Fermata Advisors
Sonoma,
California
|
$2.67M
|
+$1.18M
|
+60,989
|
+79%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.38M
|
+$589K
|
+30,376
|
+32%
|
|
|
8
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.63M
|
+$49.7K
|
+2,563
|
+3%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.47M
|
+$1.49M
|
+76,622
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.24M
|
-$137K
|
-7,049
|
-10%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$1.02M
|
-$59.9K
|
-3,089
|
-6%
|
|
|
12
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$707K
|
-$80.8K
|
-4,167
|
-10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$664K
|
-$82.4K
|
-4,251
|
-11%
|
|
|
14
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$618K
|
-$133K
|
-6,854
|
-18%
|
|
|
15
|
Tidal Investments
Milwaukee,
Wisconsin
|
$485K
|
-$20.6K
|
-1,064
|
-4%
|
|
|
16
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$427K
|
-$137K
|
-7,054
|
-24%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$400K
|
+$109K
|
+5,606
|
+37%
|
|
|
18
|
Certuity
North Palm Beach,
Florida
|
$391K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$346K
|
+$69.4K
|
+3,578
|
+25%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$289K
|
+$272
|
+14
|
+0.1%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$244K
|
–
|
–
|
–
|
|
|
22
|
|
$234K
|
+$180K
|
+9,277
|
+323%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$215K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$205K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$198K
|
-$85.3K
|
-4,397
|
-30%
|
|
