|
1
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$3.19M
|
–
|
–
|
–
|
|
|
2
|
WealthCare Asset Management
Springfield,
Missouri
|
$2.74M
|
+$2.68M
|
+28,089
|
New
|
|
|
3
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.74M
|
-$483K
|
-5,066
|
-15%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.3M
|
+$960K
|
+10,063
|
+71%
|
|
|
5
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$1.38M
|
+$1.43M
|
+15,000
|
New
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$941K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$939K
|
+$417K
|
+4,372
|
+75%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$839K
|
+$90.2K
|
+945
|
+11%
|
|
|
9
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$813K
|
-$47.7K
|
-500
|
-5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$671K
|
+$354K
|
+3,714
|
+103%
|
|
|
11
|
Summit Trail Advisors
New York
|
$665K
|
–
|
–
|
–
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$657K
|
+$1.43K
|
+15
|
+0.2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$612K
|
-$64.9K
|
-680
|
-9%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$564K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$534K
|
–
|
–
|
–
|
|
|
16
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$503K
|
–
|
–
|
–
|
|
|
17
|
Independent Financial Group
San Diego,
California
|
$497K
|
-$2.86K
|
-30
|
-0.6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$483K
|
+$40.4K
|
+423
|
+9%
|
|
|
19
|
|
$459K
|
–
|
–
|
–
|
|
|
20
|
Dimension Capital Management
Coral Gables,
Florida
|
$459K
|
+$477K
|
+5,000
|
New
|
|
|
21
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$453K
|
+$19K
|
+199
|
+4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$387K
|
+$101K
|
+1,061
|
+34%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$378K
|
-$16.5K
|
-173
|
-4%
|
|
|
24
|
Kennedy Investment Group
West Depford,
New Jersey
|
$376K
|
–
|
–
|
–
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
$366K
|
+$381K
|
+3,991
|
+399,100%
|
|
