|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.3M
|
+$1.24M
|
+49,574
|
+2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$29.8M
|
-$17.4M
|
-696,405
|
-37%
|
|
|
3
|
|
$25.1M
|
-$4.07M
|
-163,164
|
-14%
|
|
|
4
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$21.6M
|
+$7.09M
|
+284,420
|
+48%
|
|
|
5
|
|
$12.1M
|
+$858K
|
+34,380
|
+8%
|
|
|
6
|
Barnett & Company
Chattanooga,
Tennessee
|
$9.31M
|
+$1.25K
|
+50
|
+0%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.29M
|
+$1.83M
|
+73,214
|
+28%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.23M
|
+$894K
|
+35,836
|
+12%
|
|
|
9
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$6.66M
|
+$1.68M
|
+67,246
|
+33%
|
|
|
10
|
|
$5.81M
|
+$5.88M
|
+235,894
|
New
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$5.79M
|
-$308K
|
-12,347
|
-5%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.6M
|
+$5.67M
|
+227,292
|
New
|
|
|
13
|
Holderness Investments Company
Greensboro,
North Carolina
|
$5.16M
|
-$1.29M
|
-51,622
|
-20%
|
|
|
14
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$5.1M
|
+$4.61M
|
+184,630
|
+817%
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.74M
|
+$3.26M
|
+130,786
|
+212%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.19M
|
+$4.25M
|
+170,222
|
New
|
|
|
17
|
Ruggie Capital Group
Tavares,
Florida
|
$3.51M
|
+$3.56M
|
+142,664
|
New
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$3.4M
|
-$701K
|
-28,117
|
-17%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$3.3M
|
-$402K
|
-16,127
|
-11%
|
|
|
20
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$2.98M
|
+$3.02M
|
+121,245
|
New
|
|
|
21
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.94M
|
+$91K
|
+3,650
|
+3%
|
|
|
22
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.51M
|
+$408K
|
+16,346
|
+19%
|
|
|
23
|
HNP Capital
Rochester,
New York
|
$2.51M
|
+$2.54M
|
+101,850
|
New
|
|
|
24
|
Lucia Wealth Services
San Diego,
California
|
$2.48M
|
+$2.51M
|
+100,810
|
New
|
|
|
25
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$2.45M
|
+$428K
|
+17,173
|
+21%
|
|
