|
1
|
Capital Investment Advisors
Atlanta,
Georgia
|
$71.8M
|
+$5.31M
|
+204,676
|
+8%
|
|
|
2
|
First Interstate Bank
Billings,
Montana
|
$49.6M
|
+$646K
|
+24,882
|
+1%
|
|
|
3
|
Summit Financial
Parsippany,
New Jersey
|
$48.7M
|
+$48.1M
|
+1,854,861
|
New
|
|
|
4
|
|
$39.7M
|
+$14.3M
|
+552,741
|
+58%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
+$3.19M
|
+123,047
|
+9%
|
|
|
6
|
Sigma Investment Counselors
Northville,
Michigan
|
$30.6M
|
+$3.89M
|
+149,979
|
+15%
|
|
|
7
|
Summitry LLC
Foster City,
California
|
$26.2M
|
+$273K
|
+10,500
|
+1%
|
|
|
8
|
MV Capital Management
Bethesda,
Maryland
|
$21.2M
|
+$328K
|
+12,636
|
+2%
|
|
|
9
|
Envision Financial Planning
Memphis,
Tennessee
|
$20.7M
|
+$2.87M
|
+110,499
|
+16%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$19.6M
|
-$897K
|
-34,566
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$5.12M
|
+197,145
|
+41%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$14.5M
|
+$9.81M
|
+377,989
|
+215%
|
|
|
13
|
Arrow Financial
Glens Falls,
New York
|
$14.5M
|
-$389K
|
-15,000
|
-3%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$13M
|
+$31.8K
|
+1,226
|
+0.2%
|
|
|
15
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.5M
|
+$79.7K
|
+3,070
|
+0.6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$877K
|
+33,794
|
+9%
|
|
|
17
|
Instrumental Wealth
Tampa,
Florida
|
$10.1M
|
+$482K
|
+18,558
|
+5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.8M
|
-$77.7K
|
-2,993
|
-0.8%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.76M
|
+$773K
|
+29,766
|
+10%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$8.2M
|
+$4.98M
|
+191,862
|
+159%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$6.92M
|
+$532K
|
+20,508
|
+8%
|
|
|
22
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$6.57M
|
+$185K
|
+7,146
|
+3%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$6.51M
|
-$26.7K
|
-1,030
|
-0.4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.3M
|
+$1.74M
|
+67,148
|
+39%
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$5.84M
|
+$827K
|
+31,874
|
+17%
|
|
