|
1
|
|
$190M
|
-$6.79M
|
-146,157
|
-3%
|
|
|
2
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$11.5M
|
+$1.33M
|
+28,715
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.25M
|
-$7.83M
|
-168,470
|
-46%
|
|
|
4
|
HBW Advisory Services
Simi Valley,
California
|
$5.01M
|
+$5.54M
|
+119,183
|
New
|
|
|
5
|
Highland Financial Advisors
Wayne,
New Jersey
|
$4.47M
|
+$4.94M
|
+106,228
|
New
|
|
|
6
|
SOL Capital Management
Rockville,
Maryland
|
$4.45M
|
+$513K
|
+11,034
|
+12%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.04M
|
-$639K
|
-13,760
|
-16%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2M
|
+$2.21M
|
+47,464
|
New
|
|
|
9
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$1.31M
|
-$104K
|
-2,236
|
-7%
|
|
|
10
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.2M
|
-$298K
|
-6,418
|
-18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
+$1.31M
|
+28,257
|
New
|
|
|
12
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.07M
|
+$1.18M
|
+25,392
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$868K
|
-$2.79M
|
-60,115
|
-74%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$867K
|
+$237K
|
+5,108
|
+33%
|
|
|
15
|
|
$755K
|
-$1.13M
|
-24,275
|
-57%
|
|
|
16
|
Concord Wealth Partners
Abingdon,
Virginia
|
$652K
|
-$118K
|
-2,539
|
-14%
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$526K
|
-$169K
|
-3,630
|
-23%
|
|
|
18
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$499K
|
-$34.1K
|
-733
|
-6%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$442K
|
-$19.8K
|
-426
|
-4%
|
|
|
20
|
|
$354K
|
–
|
–
|
–
|
|
|
21
|
|
$306K
|
+$53.6K
|
+1,153
|
+19%
|
|
|
22
|
American Trust
Lexington,
Kentucky
|
$301K
|
+$35.3K
|
+759
|
+12%
|
|
|
23
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$295K
|
-$296K
|
-6,377
|
-48%
|
|
|
24
|
Bulltick Wealth Management
Miami,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$249K
|
+$89.3K
|
+1,922
|
+49%
|
|
