|
1
|
|
$158M
|
-$25.6M
|
-623,085
|
-14%
|
|
|
2
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$24M
|
+$419K
|
+10,175
|
+3%
|
|
|
3
|
Berger Financial Group
Plymouth,
Minnesota
|
$12.7M
|
+$218K
|
+5,302
|
+2%
|
|
|
4
|
|
$11.9M
|
+$10.4M
|
+253,729
|
+653%
|
|
|
5
|
HBW Advisory Services
Simi Valley,
California
|
$4.86M
|
+$37.1K
|
+903
|
+0.8%
|
|
|
6
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.36M
|
+$2.86M
|
+69,537
|
+186%
|
|
|
7
|
Highland Financial Advisors
Wayne,
New Jersey
|
$4.11M
|
-$79.8K
|
-1,940
|
-2%
|
|
|
8
|
SOL Capital Management
Rockville,
Maryland
|
$3.24M
|
-$1.41M
|
-34,161
|
-30%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.52M
|
-$211K
|
-5,127
|
-8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
+$1.28M
|
+31,199
|
+196%
|
|
|
11
|
|
$1.75M
|
+$976K
|
+23,728
|
+124%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.62M
|
+$1.63M
|
+39,646
|
New
|
|
|
13
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.27M
|
+$1.28M
|
+31,085
|
New
|
|
|
14
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.15M
|
-$18.3K
|
-444
|
-2%
|
|
|
15
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.11M
|
+$369K
|
+8,965
|
+49%
|
|
|
16
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$1.11M
|
-$25.2K
|
-612
|
-2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$904K
|
-$14.1K
|
-342
|
-2%
|
|
|
18
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$538K
|
-$5.8K
|
-141
|
-1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$511K
|
-$304K
|
-7,383
|
-37%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$510K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$482K
|
+$237K
|
+5,770
|
+95%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$375K
|
+$378K
|
+9,190
|
New
|
|
|
23
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$328K
|
+$84K
|
+2,041
|
+34%
|
|
|
24
|
American Trust
Lexington,
Kentucky
|
$310K
|
-$329
|
-8
|
-0.1%
|
|
|
25
|
KB Financial Partners
Princeton,
New Jersey
|
$309K
|
+$312K
|
+7,577
|
New
|
|
