|
1
|
Summitry LLC
Foster City,
California
|
$38.4M
|
+$11.5M
|
+579,611
|
+41%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.4M
|
+$1.22M
|
+61,290
|
+3%
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$37M
|
+$8.46M
|
+425,255
|
+29%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.6M
|
+$7.99M
|
+401,541
|
+37%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25M
|
+$7.08M
|
+355,890
|
+38%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$17.8M
|
-$1.13M
|
-57,000
|
-6%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$17.8M
|
+$11.1M
|
+559,832
|
+157%
|
|
|
8
|
|
$16M
|
+$7.1M
|
+356,858
|
+76%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$605K
|
-30,385
|
-4%
|
|
|
10
|
Sigma Investment Counselors
Northville,
Michigan
|
$12.5M
|
+$1.93M
|
+97,142
|
+18%
|
|
|
11
|
Arrow Financial
Glens Falls,
New York
|
$11.2M
|
+$3.54M
|
+177,988
|
+45%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
+$8.96M
|
+450,015
|
+354%
|
|
|
13
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$10.5M
|
+$188K
|
+9,455
|
+2%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$9.35M
|
+$1.83M
|
+91,937
|
+24%
|
|
|
15
|
Venture Visionary Partners
Sylvania,
Ohio
|
$8.75M
|
+$577K
|
+29,003
|
+7%
|
|
|
16
|
Envision Financial Planning
Memphis,
Tennessee
|
$8.57M
|
+$8.8M
|
+442,054
|
New
|
|
|
17
|
Snowden Capital Advisors
New York
|
$5.3M
|
+$5.11M
|
+256,960
|
+1,553%
|
|
|
18
|
Buffington Mohr McNeal
Boise,
Idaho
|
$4.59M
|
+$4.71M
|
+236,807
|
New
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.35M
|
+$1.41M
|
+70,643
|
+46%
|
|
|
20
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$3.89M
|
+$362K
|
+18,212
|
+10%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$3.81M
|
+$129K
|
+6,458
|
+3%
|
|
|
22
|
4Thought Financial Group
Syosset,
New York
|
$3.46M
|
+$73.2K
|
+3,680
|
+2%
|
|
|
23
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$3.46M
|
-$266K
|
-13,370
|
-7%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$3.45M
|
+$164K
|
+8,245
|
+5%
|
|
|
25
|
Klingman & Associates
New York
|
$3.34M
|
+$1.77M
|
+88,924
|
+107%
|
|
