|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$108M
|
+$6.38M
|
+257,121
|
+6%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$69.6M
|
+$6.56M
|
+264,577
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$67.6M
|
+$2.19M
|
+88,362
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$56.9M
|
+$491K
|
+19,782
|
+0.9%
|
|
|
5
|
First Interstate Bank
Billings,
Montana
|
$50.2M
|
-$1.11M
|
-44,830
|
-2%
|
|
|
6
|
|
$40.4M
|
+$3.25M
|
+130,960
|
+9%
|
|
|
7
|
Sigma Investment Counselors
Northville,
Michigan
|
$33.3M
|
+$1.02M
|
+41,169
|
+3%
|
|
|
8
|
Summitry LLC
Foster City,
California
|
$26.6M
|
+$4.95M
|
+199,667
|
+23%
|
|
|
9
|
MV Capital Management
Bethesda,
Maryland
|
$20.5M
|
-$127K
|
-5,117
|
-0.6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$20.2M
|
+$4.26M
|
+171,517
|
+27%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$19.2M
|
+$2.69M
|
+108,230
|
+17%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$18.6M
|
-$3.23M
|
-129,998
|
-15%
|
|
|
13
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$16.6M
|
+$2.82M
|
+113,866
|
+21%
|
|
|
14
|
Arrow Financial
Glens Falls,
New York
|
$15M
|
-$129K
|
-5,192
|
-0.9%
|
|
|
15
|
Klingman & Associates
New York
|
$13M
|
+$2.99M
|
+120,640
|
+31%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$12.7M
|
-$289K
|
-11,639
|
-2%
|
|
|
17
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.7M
|
+$295K
|
+11,889
|
+2%
|
|
|
18
|
PFG Private Wealth Management
Lutz,
Florida
|
$11.3M
|
+$319K
|
+12,851
|
+3%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
+$498K
|
+20,065
|
+5%
|
|
|
20
|
Seneca House Advisors
Richmond,
Virginia
|
$10.7M
|
-$318K
|
-12,817
|
-3%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.2M
|
-$147K
|
-5,931
|
-1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.83M
|
-$375K
|
-15,113
|
-4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.75M
|
-$131K
|
-5,274
|
-2%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.04M
|
+$469K
|
+18,910
|
+6%
|
|
|
25
|
|
$7.9M
|
+$3.6M
|
+144,922
|
+86%
|
|
