|
1
|
Summitry LLC
Foster City,
California
|
$31.8M
|
+$30.1M
|
+1,260,126
|
New
|
|
|
2
|
Gateway Advisory
Westfield,
New Jersey
|
$29.2M
|
+$27.6M
|
+1,158,779
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
+$7.37M
|
+309,070
|
+39%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$25.6M
|
+$4.83M
|
+202,255
|
+25%
|
|
|
5
|
First Interstate Bank
Billings,
Montana
|
$22.7M
|
+$21.4M
|
+898,672
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
+$4.95M
|
+207,631
|
+55%
|
|
|
7
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.7M
|
-$19.4M
|
-813,513
|
-58%
|
|
|
8
|
Arrow Financial
Glens Falls,
New York
|
$13.4M
|
+$1.64M
|
+68,783
|
+15%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.2M
|
+$7.17M
|
+300,567
|
+163%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.7M
|
+$11.2M
|
+467,655
|
New
|
|
|
11
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$11M
|
+$957K
|
+40,114
|
+10%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$10.9M
|
+$791K
|
+33,159
|
+8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
+$136K
|
+5,680
|
+1%
|
|
|
14
|
|
$8.96M
|
+$3.51M
|
+147,241
|
+71%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$7.71M
|
+$5.65M
|
+236,651
|
+343%
|
|
|
16
|
Seneca House Advisors
Richmond,
Virginia
|
$7.48M
|
+$932K
|
+39,053
|
+15%
|
|
|
17
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$6.39M
|
-$150K
|
-6,295
|
-2%
|
|
|
18
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.26M
|
+$1.03M
|
+43,061
|
+26%
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$4.36M
|
+$266K
|
+11,151
|
+7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.94M
|
+$2.85M
|
+119,405
|
+324%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.73M
|
+$3.26M
|
+136,567
|
+1,214%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$3.72M
|
+$480K
|
+20,108
|
+16%
|
|
|
23
|
4Thought Financial Group
Syosset,
New York
|
$3.65M
|
-$52.2K
|
-2,188
|
-1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.55M
|
+$2.06M
|
+86,232
|
+158%
|
|
|
25
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$3.25M
|
-$271K
|
-11,341
|
-8%
|
|
