|
1
|
|
$137M
|
+$1.71M
|
+38,573
|
+1%
|
|
|
2
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$42.9M
|
+$26.5M
|
+596,943
|
+151%
|
|
|
3
|
Executive Wealth Management
Brighton,
Michigan
|
$40.5M
|
-$380K
|
-8,558
|
-0.9%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$20.7M
|
-$446K
|
-10,062
|
-2%
|
|
|
5
|
|
$19.3M
|
+$1.64M
|
+37,063
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15.5M
|
-$251K
|
-5,663
|
-2%
|
|
|
7
|
|
$14.5M
|
-$1.55M
|
-35,047
|
-9%
|
|
|
8
|
Manning & Napier Group
Fairport,
New York
|
$10.1M
|
–
|
–
|
–
|
|
|
9
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.25M
|
+$981K
|
+22,106
|
+12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.48M
|
-$1.65M
|
-37,239
|
-16%
|
|
|
11
|
Acima Private Wealth
Richmond,
Virginia
|
$7.97M
|
+$1.7M
|
+38,252
|
+26%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$6.53M
|
+$4.67M
|
+105,224
|
+229%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.44M
|
-$1.18M
|
-26,492
|
-15%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.95M
|
+$1.51M
|
+33,935
|
+42%
|
|
|
15
|
Channel Wealth
Santa Barbara,
California
|
$4.64M
|
+$684K
|
+15,428
|
+17%
|
|
|
16
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.12M
|
+$3.96M
|
+89,159
|
+1,465%
|
|
|
17
|
White Pine Investment Company
Livonia,
Michigan
|
$3.85M
|
+$660K
|
+14,884
|
+20%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.02M
|
+$23.6K
|
+533
|
+0.8%
|
|
|
19
|
|
$2.38M
|
-$110K
|
-2,483
|
-4%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.35M
|
+$2.41M
|
+54,334
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
-$663K
|
-14,940
|
-24%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.65M
|
+$138K
|
+3,100
|
+9%
|
|
|
23
|
|
$1.6M
|
+$1.65M
|
+37,125
|
New
|
|
|
24
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.44M
|
+$49.8K
|
+1,123
|
+3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.28M
|
-$11.8K
|
-267
|
-0.9%
|
|
