|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$21.6M
|
+$2.78M
|
+114,701
|
+13%
|
|
|
2
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$12.5M
|
+$14.2M
|
+584,105
|
New
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$10.9M
|
+$2.32M
|
+95,749
|
+23%
|
|
|
4
|
Summit Financial
Parsippany,
New Jersey
|
$10.8M
|
+$118K
|
+4,890
|
+1%
|
|
|
5
|
Waterway Wealth Management
The Woodlands,
Texas
|
$5.65M
|
+$2.37M
|
+97,690
|
+59%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.64M
|
+$5.2M
|
+214,463
|
+11,726%
|
|
|
7
|
|
$3.79M
|
+$4.27M
|
+176,273
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.7M
|
+$3M
|
+123,635
|
+254%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$3.58M
|
-$773K
|
-31,894
|
-16%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
+$531K
|
+21,894
|
+18%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.66M
|
+$3M
|
+123,722
|
New
|
|
|
12
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.23M
|
-$438K
|
-18,072
|
-15%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.14M
|
-$4.68K
|
-193
|
-0.2%
|
|
|
14
|
|
$2.04M
|
+$2.31M
|
+95,185
|
New
|
|
|
15
|
Financial Management Network
Mission Viejo,
California
|
$1.91M
|
+$444K
|
+18,309
|
+26%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.86M
|
+$1.11M
|
+45,806
|
+112%
|
|
|
17
|
Ducere Wealth Management
Newport Beach,
California
|
$1.78M
|
+$2.01M
|
+82,851
|
New
|
|
|
18
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.66M
|
+$1.23M
|
+50,856
|
+191%
|
|
|
19
|
Cox Capital Management
Andover,
Massachusetts
|
$1.66M
|
+$1.87M
|
+77,294
|
New
|
|
|
20
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$943K
|
+$330K
|
+13,636
|
+45%
|
|
|
21
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$882K
|
-$846K
|
-34,911
|
-46%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$871K
|
+$329K
|
+13,559
|
+50%
|
|
|
23
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$825K
|
+$195K
|
+8,049
|
+26%
|
|
|
24
|
Virtus Family Office
El Paso,
Texas
|
$629K
|
+$61.5K
|
+2,538
|
+9%
|
|
|
25
|
Ascent Advisors
Mankato,
Minnesota
|
$523K
|
+$591K
|
+24,371
|
New
|
|
