|
1
|
Evoke Wealth
Los Angeles,
California
|
$207M
|
-$44M
|
-2,232,850
|
-17%
|
|
|
2
|
Lindbrook Capital
Calabasas,
California
|
$19.7M
|
-$952K
|
-48,350
|
-4%
|
|
|
3
|
|
$8.13M
|
+$8.02M
|
+407,143
|
+1,455%
|
|
|
4
|
Fermata Advisors
Sonoma,
California
|
$3.21M
|
+$62K
|
+3,149
|
+2%
|
|
|
5
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.1M
|
+$1.16M
|
+58,978
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$984K
|
+$621K
|
+31,550
|
+149%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$503K
|
+$71.7K
|
+3,638
|
+16%
|
|
|
8
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$441K
|
+$465K
|
+23,615
|
New
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$293K
|
+$98
|
+5
|
+0%
|
|
|
10
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$219K
|
-$87.8K
|
-4,460
|
-28%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$208K
|
-$21.6K
|
-1,098
|
-9%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$203K
|
–
|
–
|
–
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$199K
|
–
|
–
|
–
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$157K
|
+$166K
|
+8,425
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$149K
|
-$131K
|
-6,675
|
-45%
|
|
|
16
|
|
$80.9K
|
+$34.5K
|
+1,751
|
+68%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$31.2K
|
+$32.9K
|
+1,669
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$6.97K
|
+$7.35K
|
+373
|
New
|
|
|
19
|
Simplex Trading
Chicago,
Illinois
|
$2K
|
+$2.48K
|
+126
|
New
|
|
|
20
|
Choreo LLC
Rockford,
Illinois
|
–
|
-$220K
|
-10,591
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$163K
|
-7,895
|
Closed
|
|
