|
1
|
Lindbrook Capital
Calabasas,
California
|
$19.7M
|
+$100K
|
+5,247
|
+0.5%
|
|
|
2
|
|
$9.78M
|
-$400K
|
-20,886
|
-4%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$3.51M
|
+$44.5K
|
+2,326
|
+1%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.31M
|
-$243K
|
-12,678
|
-10%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.7M
|
+$1.66M
|
+86,681
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$678K
|
-$152K
|
-7,922
|
-18%
|
|
|
7
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$394K
|
-$65.6K
|
-3,430
|
-14%
|
|
|
8
|
Certuity
North Palm Beach,
Florida
|
$388K
|
–
|
–
|
–
|
|
|
9
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$313K
|
-$51K
|
-2,667
|
-14%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
-$425K
|
-22,238
|
-60%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$286K
|
-$29.9K
|
-1,565
|
-9%
|
|
|
12
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$224K
|
-$4.29K
|
-224
|
-2%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$208K
|
-$4.78K
|
-250
|
-2%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$203K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$198K
|
-$74.6K
|
-3,901
|
-27%
|
|
|
16
|
|
$183K
|
+$74.3K
|
+3,881
|
+68%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$96.7K
|
+$96.8K
|
+5,061
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$64.4K
|
+$45.3K
|
+2,370
|
+237%
|
|
|
19
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$15K
|
+$15K
|
+785
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$19
|
+$19
|
+1
|
New
|
|
|
21
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$259M
|
-13,455,538
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.23M
|
-63,857
|
Closed
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$756K
|
-39,246
|
Closed
|
|
|
24
|
Arjuna Capital
Durham,
North Carolina
|
–
|
-$498K
|
-25,829
|
Closed
|
|
