|
1
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$17.1M
|
+$16.4M
|
+669,722
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$8.21M
|
+$7.86M
|
+320,793
|
New
|
|
|
3
|
Crumly & Associates
Springfield,
Illinois
|
$7.9M
|
+$7.57M
|
+308,717
|
New
|
|
|
4
|
Gateway Advisory
Westfield,
New Jersey
|
$6.3M
|
+$6.03M
|
+246,158
|
New
|
|
|
5
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3M
|
+$2.87M
|
+117,000
|
New
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.09M
|
+$2M
|
+81,770
|
New
|
|
|
7
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.69M
|
+$1.62M
|
+66,049
|
New
|
|
|
8
|
Praetorian Wealth Management
Carmel,
California
|
$1.08M
|
+$1.03M
|
+42,069
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.06M
|
+$1.01M
|
+41,370
|
New
|
|
|
10
|
Klingman & Associates
New York
|
$890K
|
+$317K
|
+12,920
|
+59%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$779K
|
+$746K
|
+30,417
|
New
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$680K
|
+$651K
|
+26,577
|
New
|
|
|
13
|
FF Advisors
Manhattan Beach,
California
|
$532K
|
+$509K
|
+20,780
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$512K
|
–
|
–
|
–
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$497K
|
+$475K
|
+19,400
|
New
|
|
|
16
|
WrapManager Inc
Mill Valley,
California
|
$392K
|
+$376K
|
+15,322
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$351K
|
+$336K
|
+13,713
|
New
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$330K
|
-$25
|
-1
|
-0%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$294K
|
+$282K
|
+11,500
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$270K
|
+$259K
|
+10,566
|
New
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$256K
|
–
|
–
|
–
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$226K
|
+$216K
|
+8,830
|
New
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$226K
|
+$216K
|
+8,830
|
New
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$225K
|
+$96.1K
|
+3,920
|
+81%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$213K
|
+$204K
|
+8,315
|
New
|
|
