|
1
|
Citadel Advisors
Miami,
Florida
|
$2.76M
|
+$144K
|
+3,173
|
+3%
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.28M
|
-$3.44M
|
-75,865
|
-59%
|
|
|
3
|
9258 Wealth Management
Blue Ash,
Ohio
|
$682K
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$640K
|
-$600K
|
-13,220
|
-33%
|
|
|
5
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$541K
|
+$3.08K
|
+68
|
+0.3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$505K
|
+$966K
|
+21,306
|
New
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$404K
|
+$45.4K
|
+1,000
|
+6%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$380K
|
+$45.4K
|
+1,000
|
+7%
|
|
|
9
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$319K
|
–
|
–
|
–
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$282K
|
–
|
–
|
–
|
|
|
11
|
Simplex Trading
Chicago,
Illinois
|
$266K
|
-$166K
|
-3,667
|
-25%
|
|
|
12
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$231K
|
-$7.94K
|
-175
|
-2%
|
|
|
13
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$227K
|
+$22.7K
|
+500
|
+6%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$214K
|
–
|
–
|
–
|
|
|
15
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$202K
|
-$45.4K
|
-1,000
|
-11%
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$179K
|
+$342K
|
+7,550
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$171K
|
-$474K
|
-10,445
|
-59%
|
|
|
18
|
|
$82K
|
-$569K
|
-12,551
|
-78%
|
|
|
19
|
Arax Advisory Partners
Denver,
Colorado
|
$64K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$47K
|
+$45
|
+1
|
+0.1%
|
|
|
21
|
Kings Point Capital Management
Great Neck,
New York
|
$41K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$36K
|
+$68K
|
+1,500
|
New
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$35K
|
–
|
–
|
–
|
|
|
24
|
Cutler Group
San Francisco,
California
|
$32K
|
+$61.6K
|
+1,358
|
New
|
|
|
25
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
