|
1
|
|
$14.1M
|
-$835K
|
-5,524
|
-5%
|
|
|
2
|
|
$10.6M
|
-$280K
|
-1,852
|
-2%
|
|
|
3
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$8.87M
|
+$419K
|
+2,769
|
+5%
|
|
|
4
|
|
$8.81M
|
-$1.88M
|
-12,436
|
-17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.92M
|
-$4.75M
|
-31,388
|
-47%
|
|
|
6
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$4.82M
|
-$142K
|
-939
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.61M
|
-$1.51M
|
-9,985
|
-23%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.24M
|
-$1.03M
|
-6,826
|
-18%
|
|
|
9
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$4.06M
|
+$4.36M
|
+28,853
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
-$1.64M
|
-10,849
|
-29%
|
|
|
11
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.41M
|
-$3.49M
|
-23,067
|
Closed
|
|
|
12
|
Consolidated Investment Group
Englewood,
Colorado
|
$3.13M
|
+$227K
|
+1,500
|
+7%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$2.82M
|
+$327K
|
+2,165
|
+12%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.51M
|
-$533K
|
-3,524
|
-17%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.42M
|
+$1.9M
|
+12,570
|
+274%
|
|
|
16
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.8M
|
+$42.3K
|
+280
|
+2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
-$4.84K
|
-32
|
-0.3%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.77M
|
+$1.59M
|
+10,515
|
+515%
|
|
|
19
|
Valley Financial Management
New York
|
$1.73M
|
+$1.86M
|
+12,294
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
+$1.79M
|
+11,834
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.64M
|
+$180K
|
+1,190
|
+11%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.62M
|
+$15.1K
|
+100
|
+0.9%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.52M
|
-$133K
|
-879
|
-8%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.31M
|
+$13.6K
|
+90
|
+1%
|
|
|
25
|
Glenview Trust
Louisville,
Kentucky
|
$1.31M
|
–
|
–
|
–
|
|
