|
1
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$40.3M
|
-$13.8M
|
-550,734
|
-24%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$33.5M
|
+$11.8M
|
+470,874
|
+49%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$2.95M
|
+117,508
|
+18%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.2M
|
+$1.27M
|
+50,677
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
-$5.42M
|
-215,606
|
-27%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$13.5M
|
-$3.8M
|
-151,087
|
-21%
|
|
|
7
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.6M
|
+$936K
|
+37,249
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$12.4M
|
-492,302
|
-53%
|
|
|
9
|
WealthShield Partners
Cary,
North Carolina
|
$6.46M
|
-$1.48M
|
-58,920
|
-18%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.4M
|
+$1.25M
|
+49,814
|
+22%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$5.76M
|
+$6.16M
|
+244,913
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.39M
|
+$1.8M
|
+71,686
|
+46%
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.87M
|
+$5.2M
|
+206,892
|
New
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$4.82M
|
-$2.13M
|
-84,548
|
-29%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.74M
|
-$1.37M
|
-54,581
|
-32%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.63M
|
+$191K
|
+7,600
|
+7%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.19M
|
+$939K
|
+37,349
|
+67%
|
|
|
18
|
NCM Capital Management
Ramsey,
New Jersey
|
$2.17M
|
-$9.7K
|
-386
|
-0.4%
|
|
|
19
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.15M
|
-$1.35M
|
-53,666
|
-37%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$1.84M
|
+$1.04M
|
+41,280
|
+112%
|
|
|
21
|
|
$1.83M
|
+$290K
|
+11,517
|
+17%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.69M
|
+$1.8M
|
+71,741
|
New
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.63M
|
+$863K
|
+34,319
|
+98%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.45M
|
+$823K
|
+32,738
|
+114%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$1.4M
|
+$1.5M
|
+59,570
|
New
|
|
