|
1
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.47M
|
-$413K
|
-4,273
|
-11%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$3.45M
|
–
|
–
|
–
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.51M
|
+$153K
|
+1,587
|
+7%
|
|
|
4
|
Synovus Financial
Columbus,
Georgia
|
$1.49M
|
–
|
–
|
–
|
|
|
5
|
|
$1.41M
|
-$504K
|
-5,212
|
-27%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.4M
|
+$233K
|
+2,413
|
+21%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$1.02M
|
–
|
–
|
–
|
|
|
8
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$969K
|
–
|
–
|
–
|
|
|
9
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$928K
|
-$9.67K
|
-100
|
-1%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$845K
|
-$8.8K
|
-91
|
-1%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$809K
|
+$72.3K
|
+748
|
+10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$730K
|
-$13.1K
|
-136
|
-2%
|
|
|
13
|
Summit Trail Advisors
New York
|
$719K
|
+$350K
|
+3,621
|
+100%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$709K
|
-$96.6K
|
-999
|
-12%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$653K
|
+$527K
|
+5,450
|
+483%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$609K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$582K
|
-$970K
|
-10,034
|
-63%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$578K
|
-$31.5K
|
-326
|
-5%
|
|
|
19
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$544K
|
–
|
–
|
–
|
|
|
20
|
Independent Financial Group
San Diego,
California
|
$540K
|
–
|
–
|
–
|
|
|
21
|
|
$496K
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$480K
|
+$2.03K
|
+21
|
+0.4%
|
|
|
23
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$471K
|
+$677
|
+7
|
+0.1%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$426K
|
+$57.3K
|
+593
|
+16%
|
|
|
25
|
Kennedy Investment Group
West Depford,
New Jersey
|
$407K
|
–
|
–
|
–
|
|
