|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$70.3M
|
+$33.3M
|
+1,298,422
|
+86%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$52.1M
|
+$8.28M
|
+323,456
|
+18%
|
|
|
3
|
First Interstate Bank
Billings,
Montana
|
$51.7M
|
+$886K
|
+34,588
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
+$5.01M
|
+195,619
|
+19%
|
|
|
5
|
Summitry LLC
Foster City,
California
|
$23M
|
-$13.7M
|
-535,364
|
-37%
|
|
|
6
|
|
$19M
|
+$3.3M
|
+128,764
|
+20%
|
|
|
7
|
MV Capital Management
Bethesda,
Maryland
|
$18.9M
|
+$4.18M
|
+163,419
|
+28%
|
|
|
8
|
Envision Financial Planning
Memphis,
Tennessee
|
$15.9M
|
+$464K
|
+18,121
|
+3%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$14.7M
|
-$284K
|
-11,093
|
-2%
|
|
|
10
|
Arrow Financial
Glens Falls,
New York
|
$14.4M
|
+$664K
|
+25,923
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
+$779K
|
+30,425
|
+6%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$12.2M
|
-$200K
|
-7,815
|
-2%
|
|
|
13
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$11.6M
|
+$182K
|
+7,122
|
+2%
|
|
|
14
|
Instrumental Wealth
Tampa,
Florida
|
$8.98M
|
+$731K
|
+28,534
|
+9%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.65M
|
+$1.39M
|
+54,436
|
+19%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$8.3M
|
+$8.47M
|
+330,664
|
New
|
|
|
17
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.81M
|
+$65.2K
|
+2,547
|
+0.8%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.05M
|
+$5.81M
|
+226,753
|
+1,588%
|
|
|
19
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.78M
|
+$251K
|
+9,788
|
+4%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$5.61M
|
+$1.19M
|
+46,527
|
+26%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$4.85M
|
+$4.95M
|
+193,167
|
New
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$4.84M
|
+$959K
|
+37,455
|
+24%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.62M
|
-$317K
|
-12,378
|
-6%
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$4.47M
|
+$176K
|
+6,890
|
+4%
|
|
|
25
|
Krilogy Financial
St. Louis,
Missouri
|
$4.43M
|
+$381K
|
+14,880
|
+9%
|
|
