|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$87.5M
|
+$36M
|
+1,438,262
|
+68%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$62M
|
+$4.5M
|
+179,925
|
+8%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$56M
|
+$8.29M
|
+331,297
|
+17%
|
|
|
4
|
First Interstate Bank
Billings,
Montana
|
$54M
|
+$712K
|
+28,467
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$50.2M
|
+$5.85M
|
+233,655
|
+13%
|
|
|
6
|
Sigma Investment Counselors
Northville,
Michigan
|
$29.2M
|
+$2.75M
|
+109,723
|
+10%
|
|
|
7
|
|
$23.2M
|
+$7.18M
|
+286,948
|
+44%
|
|
|
8
|
Summitry LLC
Foster City,
California
|
$20M
|
-$4.73M
|
-188,981
|
-19%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.5M
|
+$3.11M
|
+124,421
|
+19%
|
|
|
10
|
MV Capital Management
Bethesda,
Maryland
|
$19M
|
+$3.69M
|
+147,446
|
+24%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$18.6M
|
+$18.9M
|
+756,323
|
New
|
|
|
12
|
Arrow Financial
Glens Falls,
New York
|
$14.7M
|
+$374K
|
+14,943
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
+$13.9M
|
+556,331
|
+1,327%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$14M
|
-$324K
|
-12,928
|
-2%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$12.2M
|
-$223K
|
-8,912
|
-2%
|
|
|
16
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$11.9M
|
+$236K
|
+9,422
|
+2%
|
|
|
17
|
Seneca House Advisors
Richmond,
Virginia
|
$10.1M
|
+$1.36M
|
+54,371
|
+15%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.1M
|
+$45.3K
|
+1,809
|
+0.4%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$9.67M
|
+$122K
|
+4,875
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.79M
|
+$188K
|
+7,493
|
+2%
|
|
|
21
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$7.35M
|
+$7.48M
|
+299,033
|
New
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.07M
|
+$377K
|
+15,057
|
+6%
|
|
|
23
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$6.7M
|
+$148K
|
+5,917
|
+2%
|
|
|
24
|
Lyell Wealth Management
Menlo Park,
California
|
$5.26M
|
+$413K
|
+16,500
|
+8%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.14M
|
-$2.12M
|
-84,606
|
-29%
|
|
