|
1
|
First Interstate Bank
Billings,
Montana
|
$53.4M
|
+$880K
|
+33,976
|
+2%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$46.2M
|
+$8.76M
|
+338,206
|
+24%
|
|
|
3
|
Gateway Advisory
Westfield,
New Jersey
|
$45M
|
+$1.36M
|
+52,460
|
+3%
|
|
|
4
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$39.6M
|
+$10.7M
|
+413,658
|
+38%
|
|
|
5
|
Summitry LLC
Foster City,
California
|
$38.3M
|
+$621K
|
+23,953
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27.6M
|
+$9.38M
|
+361,824
|
+53%
|
|
|
7
|
|
$16.6M
|
+$2.93M
|
+113,099
|
+22%
|
|
|
8
|
Envision Financial Planning
Memphis,
Tennessee
|
$16.3M
|
+$483K
|
+18,659
|
+3%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$15.8M
|
+$9.01M
|
+347,593
|
+138%
|
|
|
10
|
MV Capital Management
Bethesda,
Maryland
|
$15.5M
|
+$1.64M
|
+63,303
|
+12%
|
|
|
11
|
Arrow Financial
Glens Falls,
New York
|
$14.4M
|
+$852K
|
+32,876
|
+6%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$13M
|
+$842K
|
+32,483
|
+7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$686K
|
+26,480
|
+6%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12M
|
+$186K
|
+7,174
|
+2%
|
|
|
15
|
Instrumental Wealth
Tampa,
Florida
|
$8.44M
|
+$275K
|
+10,617
|
+3%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.15M
|
-$265K
|
-10,243
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7.66M
|
+$1.52M
|
+58,669
|
+25%
|
|
|
18
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.82M
|
-$374K
|
-14,424
|
-6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.18M
|
-$202K
|
-7,796
|
-4%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$4.68M
|
+$1.03M
|
+39,761
|
+29%
|
|
|
21
|
Sandy Spring Bank
Olney,
Maryland
|
$4.52M
|
+$666K
|
+25,700
|
+18%
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$4.31M
|
-$283K
|
-10,907
|
-6%
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$4.27M
|
+$233K
|
+9,002
|
+6%
|
|
|
24
|
4Thought Financial Group
Syosset,
New York
|
$4.26M
|
+$50.9K
|
+1,966
|
+1%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$4.1M
|
+$1.55M
|
+59,754
|
+62%
|
|
