|
1
|
Gateway Advisory
Westfield,
New Jersey
|
$39.3M
|
+$1.91M
|
+75,067
|
+5%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$29.3M
|
+$5.79M
|
+227,823
|
+25%
|
|
|
3
|
First Interstate Bank
Billings,
Montana
|
$24.9M
|
+$5.65M
|
+222,280
|
+30%
|
|
|
4
|
Summitry LLC
Foster City,
California
|
$23M
|
+$22.9M
|
+901,814
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$1.55M
|
+60,829
|
+11%
|
|
|
6
|
Envision Financial Planning
Memphis,
Tennessee
|
$14.7M
|
+$986K
|
+38,792
|
+7%
|
|
|
7
|
|
$12.8M
|
+$2.45M
|
+96,268
|
+24%
|
|
|
8
|
MV Capital Management
Bethesda,
Maryland
|
$12.2M
|
+$12.1M
|
+476,980
|
New
|
|
|
9
|
Rockefeller Capital Management
New York
|
$11.4M
|
+$11.4M
|
+447,743
|
New
|
|
|
10
|
Arrow Financial
Glens Falls,
New York
|
$11.4M
|
+$5.3M
|
+208,404
|
+87%
|
|
|
11
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$10.9M
|
+$480K
|
+18,887
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$7.51M
|
+295,598
|
+287%
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.01M
|
+$8.98M
|
+353,522
|
New
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.19M
|
+$8.17M
|
+321,458
|
New
|
|
|
15
|
Instrumental Wealth
Tampa,
Florida
|
$7.56M
|
-$168K
|
-6,630
|
-2%
|
|
|
16
|
|
$5.54M
|
+$133K
|
+5,217
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.4M
|
+$4.28M
|
+168,338
|
+388%
|
|
|
18
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$4.57M
|
+$4.56M
|
+179,325
|
New
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$4.49M
|
+$3.96M
|
+155,775
|
+757%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.98M
|
+$1.23M
|
+48,501
|
+45%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$3.92M
|
+$3.91M
|
+153,938
|
New
|
|
|
22
|
4Thought Financial Group
Syosset,
New York
|
$3.83M
|
+$249K
|
+9,809
|
+7%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$3.5M
|
+$3.49M
|
+137,491
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.27M
|
+$3.19M
|
+125,378
|
+4,326%
|
|
|
25
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$2.91M
|
+$2.9M
|
+114,121
|
New
|
|
