|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$120M
|
+$30.6M
|
+1,226,227
|
+32%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$40.5M
|
+$1.48M
|
+59,131
|
+4%
|
|
|
3
|
Summitry LLC
Foster City,
California
|
$30.3M
|
+$31.7M
|
+1,271,533
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.9M
|
+$12M
|
+482,645
|
+74%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$22.5M
|
+$2.85M
|
+114,175
|
+14%
|
|
|
6
|
Sigma Investment Counselors
Northville,
Michigan
|
$18.9M
|
-$350K
|
-14,051
|
-2%
|
|
|
7
|
Klingman & Associates
New York
|
$15.2M
|
+$3.95M
|
+158,203
|
+33%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.9M
|
-$24.1K
|
-965
|
-0.2%
|
|
|
9
|
|
$11.4M
|
+$933K
|
+37,402
|
+9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$6.54M
|
+262,266
|
+128%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.51M
|
-$1M
|
-40,251
|
-10%
|
|
|
12
|
Arrow Financial
Glens Falls,
New York
|
$7.44M
|
+$16.2K
|
+648
|
+0.2%
|
|
|
13
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$6.94M
|
+$7.17M
|
+287,245
|
New
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$6.87M
|
+$838K
|
+33,605
|
+13%
|
|
|
15
|
PFG Private Wealth Management
Lutz,
Florida
|
$6.65M
|
+$2.08M
|
+83,574
|
+43%
|
|
|
16
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$6.15M
|
-$123K
|
-4,927
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.38M
|
+$1.31M
|
+52,649
|
+30%
|
|
|
18
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$5.2M
|
+$163K
|
+6,530
|
+3%
|
|
|
19
|
|
$5.02M
|
+$5.27M
|
+211,103
|
New
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$4.54M
|
-$241K
|
-9,655
|
-5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$4.4M
|
+$2.01M
|
+80,762
|
+77%
|
|
|
22
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$3.91M
|
+$440K
|
+17,624
|
+12%
|
|
|
23
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$3.66M
|
-$175K
|
-7,000
|
-4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.62M
|
+$629K
|
+25,201
|
+20%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.58M
|
-$154K
|
-6,158
|
-4%
|
|
