|
1
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.23M
|
+$271K
|
+4,209
|
+4%
|
|
|
2
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$3.68M
|
-$409K
|
-6,345
|
-10%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$2.49M
|
+$20.8K
|
+322
|
+0.8%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
+$52.9K
|
+821
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.64M
|
-$207K
|
-3,208
|
-11%
|
|
|
6
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.48M
|
–
|
–
|
–
|
|
|
7
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.16M
|
–
|
–
|
–
|
|
|
8
|
Simplex Trading
Chicago,
Illinois
|
$1.12M
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.11M
|
+$6.77K
|
+105
|
+0.6%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.08M
|
–
|
–
|
–
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$951K
|
–
|
–
|
–
|
|
|
12
|
Terra Nova Asset Management
New York
|
$914K
|
+$930K
|
+14,430
|
New
|
|
|
13
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$852K
|
–
|
–
|
–
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$636K
|
–
|
–
|
–
|
|
|
15
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$618K
|
–
|
–
|
–
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$570K
|
–
|
–
|
–
|
|
|
17
|
Roosevelt Investment Group
New York
|
$489K
|
–
|
–
|
–
|
|
|
18
|
Private Ocean
San Rafael,
California
|
$475K
|
+$484K
|
+7,503
|
New
|
|
|
19
|
Activest Wealth Management
Aventure,
Florida
|
$444K
|
+$451K
|
+7,000
|
New
|
|
|
20
|
Sprott Inc
Toronto,
Ontario, Canada
|
$428K
|
+$435K
|
+6,750
|
New
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$412K
|
+$129
|
+2
|
+0%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$382K
|
+$23.9K
|
+370
|
+7%
|
|
|
23
|
Madison Wealth Management
Cincinnati,
Ohio
|
$380K
|
–
|
–
|
–
|
|
|
24
|
Cerity Partners OCIO
New York
|
$380K
|
+$387K
|
+6,000
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$349K
|
–
|
–
|
–
|
|
