|
1
|
Wells Fargo
San Francisco,
California
|
$60.2M
|
+$2.68M
|
+105,957
|
+5%
|
|
|
2
|
First Interstate Bank
Billings,
Montana
|
$55.7M
|
+$788K
|
+31,222
|
+1%
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$54.5M
|
+$14.8M
|
+584,472
|
+38%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$50.1M
|
+$7.96M
|
+315,341
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$46.5M
|
+$2.9M
|
+114,978
|
+7%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$34.3M
|
+$1.13M
|
+44,909
|
+3%
|
|
|
7
|
Sigma Investment Counselors
Northville,
Michigan
|
$27.7M
|
+$2.88M
|
+113,964
|
+12%
|
|
|
8
|
Summitry LLC
Foster City,
California
|
$25.8M
|
+$259K
|
+10,262
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
+$1.83M
|
+72,533
|
+12%
|
|
|
10
|
|
$16.9M
|
+$5.52M
|
+218,674
|
+50%
|
|
|
11
|
MV Capital Management
Bethesda,
Maryland
|
$16M
|
+$1.4M
|
+55,549
|
+10%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.2M
|
+$573K
|
+22,684
|
+4%
|
|
|
13
|
Arrow Financial
Glens Falls,
New York
|
$15M
|
+$303K
|
+11,981
|
+2%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$15M
|
+$7.79M
|
+308,620
|
+113%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$13M
|
+$804K
|
+31,819
|
+7%
|
|
|
16
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.2M
|
+$254K
|
+10,073
|
+2%
|
|
|
17
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.5M
|
+$10.3M
|
+409,363
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$10M
|
+$5.6M
|
+221,583
|
+133%
|
|
|
19
|
Seneca House Advisors
Richmond,
Virginia
|
$9.21M
|
+$151K
|
+5,993
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.01M
|
+$1.2M
|
+47,709
|
+16%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$7.55M
|
+$1.05M
|
+41,514
|
+16%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.01M
|
+$413K
|
+16,340
|
+6%
|
|
|
23
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$6.86M
|
-$293K
|
-11,604
|
-4%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$5.09M
|
+$692K
|
+27,413
|
+16%
|
|
|
25
|
Lyell Wealth Management
Menlo Park,
California
|
$5.08M
|
+$494K
|
+19,550
|
+11%
|
|
