|
1
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$2.92M
|
+$411K
|
+5,000
|
+14%
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.06M
|
-$153K
|
-1,859
|
-6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.79M
|
+$22.3K
|
+271
|
+1%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$1.59M
|
+19,377
|
New
|
|
|
5
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$1.1M
|
–
|
–
|
–
|
|
|
6
|
Quantinno Capital Management
New York
|
$934K
|
+$789K
|
+9,596
|
+307%
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$773K
|
-$27.5K
|
-334
|
-3%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$752K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$645K
|
-$119K
|
-1,447
|
-14%
|
|
|
10
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$606K
|
-$49.3K
|
-600
|
-7%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$537K
|
–
|
–
|
–
|
|
|
12
|
CIBC Bancorp USA
Chicago,
Illinois
|
$500K
|
+$560K
|
+6,806
|
New
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$449K
|
-$2.06K
|
-25
|
-0.4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$427K
|
–
|
–
|
–
|
|
|
15
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$403K
|
–
|
–
|
–
|
|
|
16
|
Independent Financial Group
San Diego,
California
|
$397K
|
–
|
–
|
–
|
|
|
17
|
|
$367K
|
–
|
–
|
–
|
|
|
18
|
Dimension Capital Management
Coral Gables,
Florida
|
$367K
|
–
|
–
|
–
|
|
|
19
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$363K
|
+$411
|
+5
|
+0.1%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$336K
|
+$37.1K
|
+451
|
+11%
|
|
|
21
|
Kennedy Investment Group
West Depford,
New Jersey
|
$301K
|
–
|
–
|
–
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$294K
|
+$1.07K
|
+13
|
+0.3%
|
|
|
23
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$278K
|
+$905
|
+11
|
+0.3%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$271K
|
+$303K
|
+3,690
|
New
|
|
