|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.4M
|
+$5.27M
|
+115,229
|
+91%
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.32M
|
-$98.9K
|
-2,160
|
-2%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.84M
|
+$2.2M
|
+48,150
|
+143%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M
|
-$192K
|
-4,186
|
-9%
|
|
|
5
|
Tower Research Capital (TRC)
New York
|
$1.36M
|
-$708K
|
-15,471
|
-35%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.22M
|
-$81.3K
|
-1,777
|
-6%
|
|
|
7
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$1.07M
|
-$2.14M
|
-46,839
|
-67%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$865K
|
-$371K
|
-8,096
|
-30%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$815K
|
-$36.6K
|
-800
|
-4%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$779K
|
–
|
–
|
–
|
|
|
11
|
|
$779K
|
+$760K
|
+16,602
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$737K
|
-$15.2K
|
-332
|
-2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$704K
|
–
|
–
|
–
|
|
|
14
|
|
$659K
|
-$70.5K
|
-1,540
|
-10%
|
|
|
15
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$630K
|
–
|
–
|
–
|
|
|
16
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$563K
|
–
|
–
|
–
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$558K
|
–
|
–
|
–
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$540K
|
–
|
–
|
–
|
|
|
19
|
|
$516K
|
+$504K
|
+11,011
|
New
|
|
|
20
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$470K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$467K
|
+$179K
|
+3,902
|
+64%
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$422K
|
–
|
–
|
–
|
|
|
23
|
Private Ocean
San Rafael,
California
|
$378K
|
+$369K
|
+8,051
|
New
|
|
|
24
|
Sanders Morris Harris
Houston,
Texas
|
$375K
|
-$45.8K
|
-1,000
|
-11%
|
|
|
25
|
Roosevelt Investment Group
New York
|
$363K
|
+$687
|
+15
|
+0.2%
|
|
