|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$38.4M
|
-$18.1M
|
-378,795
|
-37%
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.05M
|
+$1.35M
|
+28,310
|
+42%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.51M
|
-$97.3K
|
-2,040
|
-4%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$1.9M
|
+$522K
|
+10,943
|
+44%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.83M
|
-$94.6K
|
-1,982
|
-5%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
-$439K
|
-9,194
|
-23%
|
|
|
7
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.24M
|
–
|
–
|
–
|
|
|
8
|
Simplex Trading
Chicago,
Illinois
|
$1.03M
|
+$37.2K
|
+779
|
+4%
|
|
|
9
|
Dimension Capital Management
Coral Gables,
Florida
|
$963K
|
+$871K
|
+18,250
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$905K
|
+$10.2K
|
+214
|
+1%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$898K
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$822K
|
-$43.8K
|
-918
|
-6%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$792K
|
–
|
–
|
–
|
|
|
14
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$709K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$703K
|
+$172K
|
+3,614
|
+37%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$530K
|
-$143
|
-3
|
-0%
|
|
|
17
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$504K
|
-$9.54K
|
-200
|
-2%
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$475K
|
–
|
–
|
–
|
|
|
19
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$450K
|
+$90.6K
|
+1,899
|
+29%
|
|
|
20
|
Roosevelt Investment Group
New York
|
$407K
|
-$763
|
-16
|
-0.2%
|
|
|
21
|
|
$396K
|
-$71.6K
|
-1,500
|
-17%
|
|
|
22
|
Private Ocean
San Rafael,
California
|
$396K
|
-$2.24K
|
-47
|
-0.6%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$338K
|
-$119K
|
-2,501
|
-30%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$324K
|
+$48
|
+1
|
+0%
|
|
|
25
|
Madison Wealth Management
Cincinnati,
Ohio
|
$317K
|
–
|
–
|
–
|
|
