|
1
|
Evoke Wealth
Los Angeles,
California
|
$259M
|
+$252M
|
+13,426,138
|
+45,667%
|
|
|
2
|
Lindbrook Capital
Calabasas,
California
|
$19.7M
|
-$817K
|
-43,566
|
-4%
|
|
|
3
|
|
$10.3M
|
-$3.01M
|
-160,640
|
-23%
|
|
|
4
|
Fermata Advisors
Sonoma,
California
|
$3.5M
|
+$78.8K
|
+4,200
|
+2%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.57M
|
+$1.07M
|
+56,970
|
+75%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
+$11.2K
|
+595
|
+0.9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$837K
|
-$212K
|
-11,295
|
-21%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$756K
|
-$297K
|
-15,835
|
-29%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$719K
|
-$2.7M
|
-143,710
|
-79%
|
|
|
10
|
Arjuna Capital
Durham,
North Carolina
|
$498K
|
+$484K
|
+25,829
|
New
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$463K
|
-$121K
|
-6,451
|
-21%
|
|
|
12
|
Certuity
North Palm Beach,
Florida
|
$391K
|
–
|
–
|
–
|
|
|
13
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$367K
|
-$9.88K
|
-527
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$319K
|
-$4.07K
|
-217
|
-1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$275K
|
-$42.8K
|
-2,282
|
-14%
|
|
|
16
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$230K
|
-$154K
|
-8,221
|
-41%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$215K
|
–
|
–
|
–
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$205K
|
–
|
–
|
–
|
|
|
19
|
|
$110K
|
-$3.75K
|
-200
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$19.3K
|
+$18.8K
|
+1,000
|
New
|
|
|
21
|
Advanced Research Investment Solutions
Los Angeles,
California
|
–
|
-$80.2M
|
-4,190,006
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$357K
|
-18,645
|
Closed
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$241K
|
-12,590
|
Closed
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$241K
|
-12,573
|
Closed
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$232K
|
-12,135
|
Closed
|
|
