|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$34.1M
|
+$34.3M
|
+1,384,132
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$8.67M
|
+350,269
|
+111%
|
|
|
3
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$9.43M
|
+$1.9M
|
+76,873
|
+25%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$9.07M
|
+$6.16M
|
+248,631
|
+208%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$7.86M
|
+$845K
|
+34,139
|
+12%
|
|
|
6
|
Arrow Financial
Glens Falls,
New York
|
$7.3M
|
+$2.61M
|
+105,489
|
+55%
|
|
|
7
|
|
$6.09M
|
+$3.64M
|
+146,979
|
+146%
|
|
|
8
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$4.92M
|
+$4.95M
|
+200,005
|
New
|
|
|
9
|
Seneca House Advisors
Richmond,
Virginia
|
$4.65M
|
+$725K
|
+29,278
|
+18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.5M
|
+$1.45M
|
+58,661
|
+47%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.42M
|
+$181K
|
+7,317
|
+4%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$3.85M
|
+$43.6K
|
+1,761
|
+1%
|
|
|
13
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$3.72M
|
+$3.74M
|
+150,980
|
New
|
|
|
14
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$3.71M
|
+$3.73M
|
+150,496
|
New
|
|
|
15
|
4Thought Financial Group
Syosset,
New York
|
$3.56M
|
-$167K
|
-6,751
|
-4%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$3.14M
|
+$337K
|
+13,614
|
+12%
|
|
|
17
|
Bank of New York Mellon
New York
|
$2.58M
|
+$173K
|
+6,986
|
+7%
|
|
|
18
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.89M
|
+$3.74K
|
+151
|
+0.2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.35M
|
+$65.9K
|
+2,662
|
+5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.3M
|
+$121K
|
+4,902
|
+10%
|
|
|
21
|
Sandy Spring Bank
Olney,
Maryland
|
$1.18M
|
+$716K
|
+28,905
|
+151%
|
|
|
22
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.17M
|
+$18.2K
|
+734
|
+2%
|
|
|
23
|
Little House Capital
Braintree,
Massachusetts
|
$996K
|
+$75.1K
|
+3,033
|
+8%
|
|
|
24
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$938K
|
–
|
–
|
–
|
|
|
25
|
Archford Capital Strategies
Swansea,
Illinois
|
$929K
|
+$238K
|
+9,617
|
+34%
|
|
