|
51
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$306K
|
–
|
–
|
–
|
|
|
52
|
Corient Capital Partners
Newport Beach,
California
|
$305K
|
–
|
–
|
–
|
|
|
53
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$293K
|
–
|
–
|
–
|
|
|
54
|
Citadel Advisors
Miami,
Florida
|
$289K
|
+$286K
|
+5,260
|
New
|
|
|
55
|
Cypress Wealth Services
Palm Desert,
California
|
$285K
|
–
|
–
|
–
|
|
|
56
|
Oxford Financial Group
Carmel,
Indiana
|
$283K
|
–
|
–
|
–
|
|
|
57
|
Vicus Capital
State College,
Pennsylvania
|
$281K
|
+$279K
|
+5,132
|
New
|
|
|
58
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$266K
|
–
|
–
|
–
|
|
|
59
|
Bay Colony Advisors
Concord,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
60
|
One Capital Management
Westlake Village,
California
|
$255K
|
+$1.63K
|
+30
|
+0.6%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$248K
|
–
|
–
|
–
|
|
|
62
|
SouthState Corp
Winter Haven,
Florida
|
$240K
|
-$416K
|
-7,667
|
-64%
|
|
|
63
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$236K
|
-$234K
|
-4,315
|
-50%
|
|
|
64
|
Suntrust Banks
Atlanta,
Georgia
|
$228K
|
+$235K
|
+4,329
|
New
|
|
|
65
|
Cabot Wealth Management
Salem,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
66
|
JSF Financial
Los Angeles,
California
|
$219K
|
–
|
–
|
–
|
|
|
67
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$207K
|
+$60K
|
+1,104
|
+41%
|
|
|
68
|
R.M. Davis Inc
Portland,
Maine
|
$204K
|
+$202K
|
+3,728
|
New
|
|
|
69
|
PagnatoKarp Partners
Reston,
Virginia
|
$201K
|
+$199K
|
+3,672
|
New
|
|
|
70
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$192K
|
+$190K
|
+3,500
|
New
|
|
|
71
|
Family Management
New York
|
$184K
|
+$183K
|
+3,360
|
New
|
|
|
72
|
Tortoise Investment Management
White Plains,
New York
|
$159K
|
–
|
–
|
–
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$154K
|
+$706
|
+13
|
+0.5%
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$152K
|
+$132K
|
+2,427
|
+693%
|
|
|
75
|
|
$143K
|
-$226K
|
-4,165
|
-61%
|
|
