|
1
|
Evoke Wealth
Los Angeles,
California
|
$274M
|
+$263M
|
+13,290,284
|
New
|
|
|
2
|
Lindbrook Capital
Calabasas,
California
|
$22.7M
|
+$1.41M
|
+71,023
|
+7%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$3.47M
|
-$304K
|
-15,345
|
-8%
|
|
|
4
|
|
$577K
|
-$9.59M
|
-484,021
|
-95%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$480K
|
+$395K
|
+19,934
|
+592%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$435K
|
+$120K
|
+6,055
|
+40%
|
|
|
7
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$333K
|
-$4.72K
|
-238
|
-1%
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$324K
|
-$97.2K
|
-4,906
|
-24%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$303K
|
-$5.09K
|
-257
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$252K
|
-$461K
|
-23,261
|
-66%
|
|
|
11
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$233K
|
-$8.36K
|
-422
|
-4%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$224K
|
–
|
–
|
–
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$220K
|
+$210K
|
+10,591
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$219K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$163K
|
-$48.7K
|
-2,455
|
-24%
|
|
|
16
|
|
$53.1K
|
-$139K
|
-7,022
|
-73%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.31M
|
-120,724
|
Closed
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.7M
|
-86,681
|
Closed
|
|
|
19
|
Certuity
North Palm Beach,
Florida
|
–
|
-$388K
|
-20,308
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$96.7K
|
-5,061
|
Closed
|
|
|
21
|
Hobbs Group Advisors
Columbia,
South Carolina
|
–
|
-$15K
|
-785
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$19
|
-1
|
Closed
|
|
