|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$24.2M
|
+$1.43M
|
+54,034
|
+6%
|
|
|
2
|
Summit Financial
Parsippany,
New Jersey
|
$13.5M
|
+$432K
|
+16,297
|
+3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$11.2M
|
+$3.54M
|
+133,806
|
+48%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$5.39M
|
+$1.64M
|
+62,032
|
+45%
|
|
|
5
|
Waterway Wealth Management
The Woodlands,
Texas
|
$4.49M
|
+$4.39M
|
+165,549
|
New
|
|
|
6
|
Parcion Private Wealth
Bellevue,
Washington
|
$3.31M
|
+$3.22M
|
+121,736
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.3M
|
-$78.6K
|
-2,967
|
-2%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.71M
|
+$2.65M
|
+99,993
|
New
|
|
|
9
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2.06M
|
+$1.67K
|
+63
|
+0.1%
|
|
|
10
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$2.03M
|
+$265K
|
+10,023
|
+15%
|
|
|
11
|
Financial Management Network
Mission Viejo,
California
|
$1.93M
|
+$764K
|
+28,837
|
+70%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
+$1.29M
|
+48,697
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.11M
|
+$402K
|
+15,193
|
+59%
|
|
|
14
|
SOL Capital Management
Rockville,
Maryland
|
$990K
|
+$966K
|
+36,480
|
New
|
|
|
15
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$861K
|
+$281K
|
+10,603
|
+53%
|
|
|
16
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$822K
|
+$801K
|
+30,259
|
New
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$733K
|
+$133K
|
+5,039
|
+23%
|
|
|
18
|
Virtus Family Office
El Paso,
Texas
|
$727K
|
+$320K
|
+12,082
|
+82%
|
|
|
19
|
Transcend Capital Advisors
Madison,
New Jersey
|
$722K
|
+$704K
|
+26,595
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$598K
|
-$127K
|
-4,795
|
-18%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$454K
|
+$443K
|
+16,738
|
New
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$377K
|
+$368K
|
+13,886
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$370K
|
+$361K
|
+13,643
|
New
|
|
|
24
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$313K
|
+$104K
|
+3,919
|
+52%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$234K
|
+$229K
|
+8,634
|
New
|
|
