|
1
|
Wells Fargo
San Francisco,
California
|
$54.9M
|
+$33.6M
|
+1,374,356
|
+159%
|
|
|
2
|
First Interstate Bank
Billings,
Montana
|
$52.5M
|
+$25.6M
|
+1,050,185
|
+97%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41.6M
|
+$1.54M
|
+63,043
|
+4%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$40.1M
|
+$7.39M
|
+302,636
|
+23%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$37.8M
|
+$9.41M
|
+385,104
|
+33%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$31.7M
|
+$1.76M
|
+72,041
|
+6%
|
|
|
7
|
Summitry LLC
Foster City,
California
|
$24.4M
|
-$7.7M
|
-315,361
|
-24%
|
|
|
8
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.6M
|
+$3.83M
|
+156,675
|
+19%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$2.86M
|
+117,046
|
+24%
|
|
|
10
|
Arrow Financial
Glens Falls,
New York
|
$14.1M
|
+$443K
|
+18,130
|
+3%
|
|
|
11
|
MV Capital Management
Bethesda,
Maryland
|
$14M
|
+$983K
|
+40,264
|
+8%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
+$1.14M
|
+46,728
|
+9%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.1M
|
-$8.45M
|
-345,817
|
-39%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$11.6M
|
+$265K
|
+10,853
|
+2%
|
|
|
15
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$11.4M
|
+$363K
|
+14,857
|
+3%
|
|
|
16
|
|
$10.7M
|
+$758K
|
+31,042
|
+8%
|
|
|
17
|
Seneca House Advisors
Richmond,
Virginia
|
$8.65M
|
+$461K
|
+18,875
|
+6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.43M
|
-$3.33M
|
-136,266
|
-31%
|
|
|
19
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$6.84M
|
+$1.09M
|
+44,547
|
+19%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$6.71M
|
+$3.03M
|
+123,921
|
+83%
|
|
|
21
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$6.63M
|
+$503K
|
+20,615
|
+8%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.29M
|
+$648K
|
+26,532
|
+12%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$6.19M
|
+$269K
|
+11,006
|
+5%
|
|
|
24
|
|
$6.08M
|
+$4.66M
|
+190,639
|
+334%
|
|
|
25
|
Lyell Wealth Management
Menlo Park,
California
|
$4.37M
|
+$397K
|
+16,275
|
+10%
|
|
