|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$22.8M
|
+$1.25M
|
+54,825
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
+$23.6M
|
+1,036,313
|
New
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$11.8M
|
+$976K
|
+42,770
|
+8%
|
|
|
4
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$11.4M
|
-$1.14M
|
-50,120
|
-9%
|
|
|
5
|
New York Life Investment Management
New York
|
$8.11M
|
+$8.63M
|
+378,328
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.02M
|
+$3.6M
|
+157,851
|
+73%
|
|
|
7
|
|
$6.57M
|
+$2.97M
|
+129,993
|
+74%
|
|
|
8
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.22M
|
+$6.23M
|
+273,013
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.11M
|
+$36.1K
|
+1,584
|
+1%
|
|
|
10
|
|
$2.86M
|
+$875K
|
+38,340
|
+40%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.82M
|
+$175K
|
+7,659
|
+6%
|
|
|
12
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$2.66M
|
+$2.83M
|
+123,963
|
New
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.14M
|
–
|
–
|
–
|
|
|
14
|
Ducere Wealth Management
Newport Beach,
California
|
$2.11M
|
+$360K
|
+15,773
|
+19%
|
|
|
15
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.05M
|
+$410K
|
+17,964
|
+23%
|
|
|
16
|
Financial Management Network
Mission Viejo,
California
|
$2.01M
|
-$15.1K
|
-660
|
-0.7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.76M
|
-$110K
|
-4,803
|
-6%
|
|
|
18
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$1.38M
|
+$469K
|
+20,563
|
+47%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$804K
|
+35,259
|
+203%
|
|
|
20
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.07M
|
+$208K
|
+9,135
|
+24%
|
|
|
21
|
Ferguson Shapiro
Decatur,
Georgia
|
$1.02M
|
+$1.08M
|
+47,456
|
New
|
|
|
22
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$941K
|
+$63.9K
|
+2,802
|
+7%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$929K
|
+$63.4K
|
+2,777
|
+7%
|
|
|
24
|
Fiduciary Trust
Boston,
Massachusetts
|
$850K
|
+$904K
|
+39,633
|
New
|
|
|
25
|
Virtus Family Office
El Paso,
Texas
|
$735K
|
+$114K
|
+4,982
|
+17%
|
|
