|
1
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.16M
|
-$110K
|
-2,550
|
-2%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.72M
|
+$5.51M
|
+127,204
|
New
|
|
|
3
|
Karp Capital Management
Sausalito,
California
|
$5.04M
|
-$141K
|
-3,245
|
-3%
|
|
|
4
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$3.13M
|
-$824K
|
-19,016
|
-21%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.08M
|
+$219K
|
+5,059
|
+12%
|
|
|
6
|
Tower Research Capital (TRC)
New York
|
$2M
|
+$267K
|
+6,163
|
+16%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.51M
|
+$333K
|
+7,689
|
+30%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.25M
|
-$170K
|
-3,916
|
-12%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.19M
|
-$142K
|
-3,287
|
-11%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$817K
|
+$57.2K
|
+1,320
|
+8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$747K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$721K
|
+$140K
|
+3,243
|
+25%
|
|
|
13
|
|
$701K
|
-$33.5K
|
-773
|
-5%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$674K
|
–
|
–
|
–
|
|
|
15
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$604K
|
–
|
–
|
–
|
|
|
16
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$539K
|
–
|
–
|
–
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$535K
|
–
|
–
|
–
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$517K
|
–
|
–
|
–
|
|
|
19
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$451K
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$443K
|
-$187K
|
-4,308
|
-30%
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$405K
|
–
|
–
|
–
|
|
|
22
|
Sanders Morris Harris
Houston,
Texas
|
$405K
|
–
|
–
|
–
|
|
|
23
|
Roosevelt Investment Group
New York
|
$347K
|
+$334K
|
+7,716
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$272K
|
–
|
–
|
–
|
|
|
25
|
Two Sigma Securities
New York
|
$268K
|
+$259K
|
+5,970
|
New
|
|
