|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$55.7M
|
+$28.5M
|
+1,069,506
|
+105%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$21.3M
|
+$3.2M
|
+120,017
|
+18%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$7.28M
|
+273,548
|
+109%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$13.1M
|
+$650K
|
+24,400
|
+5%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$10.2M
|
-$82.5K
|
-3,097
|
-0.8%
|
|
|
6
|
WealthShield Partners
Cary,
North Carolina
|
$9.92M
|
-$4.52M
|
-169,855
|
-31%
|
|
|
7
|
FWG Holdings
Winter Park,
Florida
|
$7.84M
|
+$889K
|
+33,392
|
+12%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.27M
|
+$2.61M
|
+98,036
|
+56%
|
|
|
9
|
|
$6.28M
|
-$6.91M
|
-259,328
|
-52%
|
|
|
10
|
Retirement Group
San Diego,
California
|
$4.89M
|
+$4.43M
|
+166,215
|
+989%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.85M
|
+$2.28M
|
+85,730
|
+89%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.92M
|
-$3M
|
-112,581
|
-43%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.28M
|
+$2.73M
|
+102,565
|
+504%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.91M
|
+$1.93M
|
+72,489
|
+199%
|
|
|
15
|
Elmwood Wealth Management
Berkeley,
California
|
$2.53M
|
+$1.04M
|
+38,922
|
+70%
|
|
|
16
|
NCM Capital Management
Ramsey,
New Jersey
|
$2.46M
|
-$45.9K
|
-1,722
|
-2%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.94M
|
+$133K
|
+5,011
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.94M
|
+$476K
|
+17,871
|
+33%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.91M
|
+$1.91M
|
+71,685
|
New
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.82M
|
+$351K
|
+13,199
|
+24%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$1.63M
|
+$1.62M
|
+60,932
|
New
|
|
|
22
|
Atomi Financial Group
New York
|
$1.6M
|
-$233K
|
-8,768
|
-13%
|
|
|
23
|
Latitude Advisors
Vero Beach,
Florida
|
$1.4M
|
+$375K
|
+14,067
|
+37%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$945K
|
+$943K
|
+35,402
|
New
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$931K
|
+$8.97K
|
+337
|
+1%
|
|
