|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$11.2M
|
+$1.89M
|
+202,220
|
+1,814%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.88M
|
-$2.67M
|
-285,313
|
-19%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$6.47M
|
-$1.33M
|
-142,566
|
-15%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$4.25M
|
+$149K
|
+15,899
|
+3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.97M
|
+$3.27M
|
+349,782
|
+230%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.73M
|
-$593K
|
-63,390
|
-16%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
-$7.09M
|
-758,021
|
-81%
|
|
|
8
|
55I LLC
Boston,
Massachusetts
|
$1.38M
|
+$760K
|
+81,204
|
+86%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.33M
|
+$192K
|
+20,493
|
+14%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.32M
|
-$620K
|
-66,228
|
-28%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.24M
|
-$51.2K
|
-5,470
|
-3%
|
|
|
12
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.17M
|
-$143K
|
-15,241
|
-9%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.15M
|
-$900K
|
-96,138
|
-40%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$967K
|
+$394K
|
+42,060
|
+52%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$906K
|
+$160K
|
+17,054
|
+17%
|
|
|
16
|
Bray Capital Advisors
Naples,
Florida
|
$820K
|
–
|
–
|
–
|
|
|
17
|
Parsons Capital Management
Providence,
Rhode Island
|
$752K
|
+$327
|
+35
|
+0%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$681K
|
-$74.9K
|
-8,001
|
-8%
|
|
|
19
|
Flow Traders U.S.
New York
|
$658K
|
+$779K
|
+83,264
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$638K
|
+$269K
|
+28,798
|
+55%
|
|
|
21
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$577K
|
+$684K
|
+73,058
|
New
|
|
|
22
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$531K
|
-$17.7K
|
-1,894
|
-3%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$528K
|
+$608K
|
+65,022
|
New
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$453K
|
+$52K
|
+5,561
|
+11%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$449K
|
+$258K
|
+27,626
|
+94%
|
|
