|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$54.7M
|
+$1.09M
|
+42,745
|
+2%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$19M
|
-$1.47M
|
-57,687
|
-7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$4.05M
|
+158,665
|
+30%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$17.2M
|
+$4.51M
|
+176,725
|
+36%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$9.47M
|
-$359K
|
-14,082
|
-4%
|
|
|
6
|
FWG Holdings
Winter Park,
Florida
|
$8.55M
|
+$581K
|
+22,754
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.35M
|
+$5.51M
|
+216,067
|
+198%
|
|
|
8
|
WealthShield Partners
Cary,
North Carolina
|
$8.27M
|
-$1.26M
|
-49,380
|
-13%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.75M
|
+$6.4M
|
+250,770
|
+2,098%
|
|
|
10
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4M
|
+$3.97M
|
+155,640
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.8M
|
-$859K
|
-33,651
|
-19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.92M
|
-$846K
|
-33,161
|
-23%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.45M
|
+$608K
|
+23,815
|
+33%
|
|
|
14
|
NCM Capital Management
Ramsey,
New Jersey
|
$2.38M
|
+$7.81K
|
+306
|
+0.3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
+$245K
|
+9,600
|
+13%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.95M
|
+$82.5K
|
+3,232
|
+4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.82M
|
-$5.14M
|
-201,311
|
-74%
|
|
|
18
|
Elmwood Wealth Management
Berkeley,
California
|
$1.66M
|
-$766K
|
-30,010
|
-32%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.54M
|
-$211K
|
-8,256
|
-12%
|
|
|
20
|
Atomi Financial Group
New York
|
$1.35M
|
-$186K
|
-7,276
|
-12%
|
|
|
21
|
Latitude Advisors
Vero Beach,
Florida
|
$1.3M
|
-$49K
|
-1,918
|
-4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.25M
|
+$988K
|
+38,731
|
+382%
|
|
|
23
|
|
$1.16M
|
-$4.85M
|
-189,894
|
-81%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$986K
|
+$147K
|
+5,765
|
+18%
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$909K
|
–
|
–
|
–
|
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