|
1
|
Capital Investment Advisors
Atlanta,
Georgia
|
$65.6M
|
+$6.64M
|
+261,693
|
+12%
|
|
|
2
|
First Interstate Bank
Billings,
Montana
|
$48.4M
|
-$1.07M
|
-42,144
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36M
|
-$999K
|
-39,384
|
-3%
|
|
|
4
|
Sigma Investment Counselors
Northville,
Michigan
|
$26.4M
|
+$3.81M
|
+150,421
|
+17%
|
|
|
5
|
Summitry LLC
Foster City,
California
|
$25.6M
|
+$831K
|
+32,766
|
+3%
|
|
|
6
|
|
$24.9M
|
+$2.46M
|
+96,809
|
+11%
|
|
|
7
|
MV Capital Management
Bethesda,
Maryland
|
$20.6M
|
-$209K
|
-8,231
|
-1%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$20.2M
|
+$2.47M
|
+97,512
|
+14%
|
|
|
9
|
Envision Financial Planning
Memphis,
Tennessee
|
$17.6M
|
+$683K
|
+26,925
|
+4%
|
|
|
10
|
Arrow Financial
Glens Falls,
New York
|
$14.7M
|
-$114K
|
-4,513
|
-0.8%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$12.8M
|
-$311K
|
-12,275
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$398K
|
-15,709
|
-3%
|
|
|
13
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.3M
|
+$204K
|
+8,057
|
+2%
|
|
|
14
|
PFG Private Wealth Management
Lutz,
Florida
|
$10.7M
|
+$297K
|
+11,721
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.76M
|
-$215K
|
-8,493
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.61M
|
-$295K
|
-11,648
|
-3%
|
|
|
17
|
Instrumental Wealth
Tampa,
Florida
|
$9.37M
|
+$283K
|
+11,167
|
+3%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.96M
|
-$30.4K
|
-1,198
|
-0.4%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.88M
|
+$558K
|
+21,988
|
+8%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$6.45M
|
+$596K
|
+23,494
|
+10%
|
|
|
21
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$6.31M
|
+$253K
|
+9,995
|
+4%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$6.3M
|
-$59K
|
-2,327
|
-0.9%
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.26M
|
+$5.15M
|
+203,241
|
New
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$4.94M
|
+$331K
|
+13,069
|
+7%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$4.88M
|
+$415K
|
+16,373
|
+10%
|
|
