|
1
|
|
$106M
|
-$3.57M
|
-74,285
|
-4%
|
|
|
2
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$25.3M
|
-$258K
|
-5,359
|
-1%
|
|
|
3
|
Berger Financial Group
Plymouth,
Minnesota
|
$19.9M
|
+$913K
|
+18,984
|
+5%
|
|
|
4
|
Highland Financial Advisors
Wayne,
New Jersey
|
$9.93M
|
+$3.89M
|
+81,032
|
+75%
|
|
|
5
|
|
$6.75M
|
+$4.78M
|
+99,371
|
+340%
|
|
|
6
|
HBW Advisory Services
Simi Valley,
California
|
$4.92M
|
+$35.7K
|
+743
|
+0.8%
|
|
|
7
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.91M
|
+$82.4K
|
+1,715
|
+2%
|
|
|
8
|
SOL Capital Management
Rockville,
Maryland
|
$4.65M
|
-$149K
|
-3,107
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.92M
|
-$288K
|
-5,996
|
-14%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$1.72M
|
+$980K
|
+20,385
|
+166%
|
|
|
11
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.28M
|
-$97.9K
|
-2,037
|
-8%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.19M
|
-$47.5K
|
-989
|
-4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.06M
|
+$96.5K
|
+2,007
|
+11%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1M
|
+$916K
|
+19,067
|
New
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$728K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$611K
|
-$441K
|
-9,166
|
-44%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$398K
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$379K
|
-$129K
|
-2,676
|
-27%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$343K
|
-$9.28K
|
-193
|
-3%
|
|
|
20
|
|
$330K
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$260K
|
+$673
|
+14
|
+0.3%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$237K
|
-$845K
|
-17,575
|
-80%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$232K
|
–
|
–
|
–
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$159K
|
-$96.9K
|
-2,016
|
-40%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$101K
|
–
|
–
|
–
|
|
