|
1
|
|
$175M
|
-$880K
|
-19,960
|
-0.4%
|
|
|
2
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$11.9M
|
+$1.45M
|
+32,898
|
+12%
|
|
|
3
|
Berger Financial Group
Plymouth,
Minnesota
|
$11.9M
|
+$13.5M
|
+305,216
|
New
|
|
|
4
|
HBW Advisory Services
Simi Valley,
California
|
$4.59M
|
-$42.3K
|
-959
|
-0.8%
|
|
|
5
|
SOL Capital Management
Rockville,
Maryland
|
$4.41M
|
+$343K
|
+7,788
|
+7%
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$3.99M
|
-$155K
|
-3,519
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.6M
|
-$5.69M
|
-129,034
|
-66%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.84M
|
–
|
–
|
–
|
|
|
9
|
|
$1.51M
|
+$923K
|
+20,926
|
+117%
|
|
|
10
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.45M
|
+$530K
|
+12,027
|
+47%
|
|
|
11
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.11M
|
–
|
–
|
–
|
|
|
12
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$1.08M
|
-$148K
|
-3,349
|
-11%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$874K
|
-$2.2M
|
-49,799
|
-69%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$773K
|
-$32.1K
|
-727
|
-4%
|
|
|
15
|
|
$745K
|
+$525K
|
+11,903
|
+164%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$713K
|
-$99K
|
-2,244
|
-11%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$618K
|
-$544K
|
-12,344
|
-44%
|
|
|
18
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$527K
|
+$282K
|
+6,395
|
+92%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$486K
|
–
|
–
|
–
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$382K
|
-$29.8K
|
-675
|
-6%
|
|
|
21
|
|
$327K
|
+$88
|
+2
|
+0%
|
|
|
22
|
American Trust
Lexington,
Kentucky
|
$296K
|
+$19.8K
|
+449
|
+6%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$235K
|
+$9.84K
|
+223
|
+4%
|
|
|
24
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$233K
|
+$27.8K
|
+630
|
+12%
|
|
|
25
|
Bulltick Wealth Management
Miami,
Florida
|
$232K
|
–
|
–
|
–
|
|
