|
1
|
Capital Investment Advisors
Atlanta,
Georgia
|
$18.1M
|
+$18.6M
|
+755,307
|
New
|
|
|
2
|
Envision Financial Planning
Memphis,
Tennessee
|
$6.01M
|
+$6.19M
|
+250,672
|
New
|
|
|
3
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$5.97M
|
+$6.15M
|
+249,149
|
New
|
|
|
4
|
|
$5.57M
|
+$5.73M
|
+232,289
|
New
|
|
|
5
|
|
$3.94M
|
+$3.47M
|
+140,625
|
+592%
|
|
|
6
|
MCF Advisors
Covington,
Kentucky
|
$1.38M
|
+$1.42M
|
+57,602
|
New
|
|
|
7
|
Sandy Spring Bank
Olney,
Maryland
|
$736K
|
+$758K
|
+30,700
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$664K
|
+$684K
|
+27,717
|
New
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$371K
|
+$382K
|
+15,492
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$371K
|
+$382K
|
+15,467
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$236K
|
+$243K
|
+9,852
|
New
|
|
|
12
|
Arrow Financial
Glens Falls,
New York
|
$180K
|
+$185K
|
+7,494
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$128K
|
+$84.4K
|
+3,421
|
+177%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
+$28.9K
|
+1,171
|
New
|
|
|
15
|
HeadInvest LLC
Portland,
Maine
|
$2.37K
|
+$2.47K
|
+100
|
New
|
|
|
16
|
|
–
|
-$7.54M
|
-300,000
|
Closed
|
|
