|
1
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.2M
|
+$5.2K
|
+125
|
+0.1%
|
|
|
2
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$5.54M
|
+$189K
|
+4,550
|
+3%
|
|
|
3
|
Karp Capital Management
Sausalito,
California
|
$5.08M
|
-$2.54M
|
-61,014
|
-33%
|
|
|
4
|
Terra Nova Asset Management
New York
|
$1.96M
|
+$98K
|
+2,356
|
+5%
|
|
|
5
|
|
$1.94M
|
-$1.15M
|
-27,615
|
-36%
|
|
|
6
|
Tower Research Capital (TRC)
New York
|
$1.59M
|
+$950K
|
+22,824
|
+139%
|
|
|
7
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.41M
|
-$220K
|
-5,280
|
-13%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.19M
|
-$805K
|
-19,358
|
-67%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$977K
|
–
|
–
|
–
|
|
|
10
|
|
$716K
|
-$187K
|
-4,491
|
-20%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$716K
|
+$34K
|
+817
|
+5%
|
|
|
12
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$702K
|
+$722K
|
+17,364
|
New
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$672K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$632K
|
-$559K
|
-13,440
|
-46%
|
|
|
15
|
Sanders Morris Harris
Houston,
Texas
|
$606K
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$606K
|
–
|
–
|
–
|
|
|
17
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$543K
|
+$559K
|
+13,440
|
New
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$501K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$487K
|
–
|
–
|
–
|
|
|
20
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$485K
|
–
|
–
|
–
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
$455K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$429K
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$401K
|
+$7.49K
|
+180
|
+2%
|
|
|
24
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$384K
|
–
|
–
|
–
|
|
|
25
|
Mosaic Financial Partners
San Francisco,
California
|
$346K
|
–
|
–
|
–
|
|
