|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$27.9M
|
-$10.9M
|
-393,050
|
-28%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$18.6M
|
+$18.9M
|
+678,465
|
New
|
|
|
3
|
WealthShield Partners
Cary,
North Carolina
|
$14.9M
|
-$1.12M
|
-40,434
|
-7%
|
|
|
4
|
|
$13.6M
|
+$10.9M
|
+391,702
|
+381%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$12.8M
|
+$13M
|
+467,750
|
New
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$10.6M
|
+$99.5K
|
+3,582
|
+0.9%
|
|
|
7
|
FWG Holdings
Winter Park,
Florida
|
$7.51M
|
+$7.65M
|
+275,220
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.13M
|
+$2.61M
|
+94,017
|
+57%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.87M
|
+$6.95M
|
+250,173
|
New
|
|
|
10
|
Renaissance Technologies
New York
|
$6.83M
|
+$6.91M
|
+248,597
|
New
|
|
|
11
|
Pasadena Private Wealth
Pasadena,
California
|
$4.89M
|
+$4.94M
|
+177,899
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.79M
|
+$4.65M
|
+167,340
|
+2,400%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.64M
|
+$2.67M
|
+95,935
|
New
|
|
|
14
|
NCM Capital Management
Ramsey,
New Jersey
|
$2.58M
|
-$6.89K
|
-248
|
-0.3%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$2.24M
|
+$2.27M
|
+81,576
|
New
|
|
|
16
|
Atomi Financial Group
New York
|
$1.88M
|
+$640K
|
+23,032
|
+51%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.86M
|
+$1.88M
|
+67,736
|
New
|
|
|
18
|
Elmwood Wealth Management
Berkeley,
California
|
$1.53M
|
-$3.39M
|
-121,933
|
-69%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.51M
|
+$795K
|
+28,592
|
+108%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$1.52M
|
+54,613
|
New
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.37M
|
+$1.44M
|
+51,711
|
New
|
|
|
22
|
Latitude Advisors
Vero Beach,
Florida
|
$1.05M
|
+$1.07M
|
+38,375
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1M
|
+$1.01M
|
+36,469
|
New
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$949K
|
+$464K
|
+16,698
|
+94%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$783K
|
+$792K
|
+28,500
|
New
|
|
