|
1
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.85M
|
+$195K
|
+2,828
|
+3%
|
|
|
2
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$3.8M
|
-$127K
|
-1,839
|
-3%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78M
|
+$135K
|
+1,948
|
+5%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.54M
|
+$2.32M
|
+33,656
|
+882%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$2.38M
|
-$279K
|
-4,036
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
-$12.2K
|
-177
|
-0.7%
|
|
|
7
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.58M
|
–
|
–
|
–
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.57M
|
+$1.34M
|
+19,413
|
+522%
|
|
|
9
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$1.29M
|
+$1.25M
|
+18,146
|
New
|
|
|
10
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.24M
|
–
|
–
|
–
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$1.2M
|
+$17.5K
|
+253
|
+1%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.15M
|
–
|
–
|
–
|
|
|
13
|
|
$1.04M
|
+$1.06M
|
+15,354
|
New
|
|
|
14
|
Terra Nova Asset Management
New York
|
$1.02M
|
+$48.6K
|
+704
|
+5%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.01M
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$1.03M
|
+14,862
|
New
|
|
|
17
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$910K
|
–
|
–
|
–
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$679K
|
–
|
–
|
–
|
|
|
19
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$665K
|
+$5.18K
|
+75
|
+0.8%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$609K
|
–
|
–
|
–
|
|
|
21
|
Roosevelt Investment Group
New York
|
$522K
|
–
|
–
|
–
|
|
|
22
|
Private Ocean
San Rafael,
California
|
$440K
|
-$69.1K
|
-1,000
|
-13%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$433K
|
+$25.3K
|
+367
|
+6%
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$425K
|
+$53.9K
|
+781
|
+14%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$406K
|
–
|
–
|
–
|
|
