|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.8M
|
-$18.5M
|
-304,009
|
-48%
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.82M
|
-$99.5K
|
-1,638
|
-2%
|
|
|
3
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$3.98M
|
+$3.65M
|
+60,036
|
+1,392%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$2.41M
|
+$182K
|
+2,994
|
+8%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.39M
|
-$562K
|
-9,253
|
-19%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.22M
|
+$2.18M
|
+35,957
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
-$333K
|
-5,485
|
-16%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.74M
|
+$901K
|
+14,835
|
+111%
|
|
|
9
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.45M
|
–
|
–
|
–
|
|
|
10
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.13M
|
–
|
–
|
–
|
|
|
11
|
Simplex Trading
Chicago,
Illinois
|
$1.1M
|
-$107K
|
-1,769
|
-9%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.07M
|
+$14K
|
+230
|
+1%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.05M
|
–
|
–
|
–
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$963K
|
–
|
–
|
–
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$927K
|
–
|
–
|
–
|
|
|
16
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$830K
|
–
|
–
|
–
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$789K
|
+$698K
|
+11,492
|
+902%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$620K
|
–
|
–
|
–
|
|
|
19
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$603K
|
+$12.2K
|
+200
|
+2%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$556K
|
–
|
–
|
–
|
|
|
21
|
Roosevelt Investment Group
New York
|
$477K
|
–
|
–
|
–
|
|
|
22
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$377K
|
-$147K
|
-2,424
|
-28%
|
|
|
23
|
Madison Wealth Management
Cincinnati,
Ohio
|
$371K
|
–
|
–
|
–
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$363K
|
+$122
|
+2
|
+0%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$349K
|
+$24.3K
|
+400
|
+8%
|
|
