|
1
|
Evoke Wealth
Los Angeles,
California
|
$422M
|
-$15.7M
|
-838,211
|
-3%
|
|
|
2
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$81M
|
-$13.7M
|
-730,760
|
-14%
|
|
|
3
|
Lindbrook Capital
Calabasas,
California
|
$16.9M
|
+$39.9K
|
+2,133
|
+0.2%
|
|
|
4
|
|
$12.8M
|
+$1.81M
|
+97,116
|
+15%
|
|
|
5
|
Choreo LLC
Rockford,
Illinois
|
$5.42M
|
-$1.35M
|
-72,430
|
-19%
|
|
|
6
|
Fermata Advisors
Sonoma,
California
|
$2.6M
|
+$186K
|
+9,958
|
+7%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.49M
|
+$2.38M
|
+127,431
|
New
|
|
|
8
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.46M
|
-$26.6K
|
-1,423
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$801K
|
+42,861
|
+124%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$1.27M
|
-$77.8K
|
-4,166
|
-5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
-$1.1M
|
-59,130
|
-48%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$948K
|
-$189K
|
-10,115
|
-16%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$935K
|
+$998K
|
+53,411
|
New
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$696K
|
+$55K
|
+2,943
|
+8%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$631K
|
+$673K
|
+36,023
|
New
|
|
|
16
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$507K
|
-$59.8K
|
-3,202
|
-10%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$360K
|
-$4.67K
|
-250
|
-1%
|
|
|
18
|
Certuity
North Palm Beach,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
19
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$353K
|
-$37.6K
|
-2,011
|
-9%
|
|
|
20
|
|
$351K
|
+$148K
|
+7,908
|
+65%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$277K
|
-$41.2K
|
-2,205
|
-12%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$221K
|
-$45.1K
|
-2,416
|
-16%
|
|
|
23
|
Focus Financial Network
Minneapolis,
Minnesota
|
$212K
|
-$10.5K
|
-564
|
-4%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$199K
|
-$775K
|
-41,499
|
-79%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$196K
|
–
|
–
|
–
|
|
