|
1
|
Summitry LLC
Foster City,
California
|
$38.2M
|
+$638K
|
+24,402
|
+2%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$14.4M
|
+550,426
|
New
|
|
|
3
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.9M
|
+$12.6M
|
+481,773
|
New
|
|
|
4
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$4.97M
|
+$4.87M
|
+186,069
|
New
|
|
|
5
|
MV Capital Management
Bethesda,
Maryland
|
$4.46M
|
+$4.36M
|
+166,861
|
New
|
|
|
6
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$4.29M
|
+$4.21M
|
+160,762
|
New
|
|
|
7
|
|
$3.61M
|
-$4.32M
|
-165,000
|
-55%
|
|
|
8
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.71M
|
+$1.68M
|
+64,093
|
New
|
|
|
9
|
Sabal Trust
St. Petersburg,
Florida
|
$1.17M
|
+$1.15M
|
+43,959
|
New
|
|
|
10
|
|
$771K
|
-$989K
|
-37,791
|
-57%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$756K
|
+$741K
|
+28,316
|
New
|
|
|
12
|
Sandy Spring Bank
Olney,
Maryland
|
$746K
|
+$731K
|
+27,944
|
New
|
|
|
13
|
Seneca House Advisors
Richmond,
Virginia
|
$698K
|
+$683K
|
+26,126
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$684K
|
+$328K
|
+12,545
|
+96%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$502K
|
+$492K
|
+18,804
|
New
|
|
|
16
|
Montecito Bank & Trust
Santa Barbara,
California
|
$411K
|
+$402K
|
+15,381
|
New
|
|
|
17
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$389K
|
+$381K
|
+14,552
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$314K
|
+$308K
|
+11,788
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$296K
|
+$290K
|
+11,069
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$237K
|
+$232K
|
+8,875
|
New
|
|
|
21
|
Gradient Capital Advisors
San Diego,
California
|
$204K
|
+$200K
|
+7,635
|
New
|
|
|
22
|
Arrow Financial
Glens Falls,
New York
|
$189K
|
+$185K
|
+7,082
|
New
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$121K
|
+$113K
|
+4,321
|
+2,193%
|
|
|
24
|
Hemington Wealth Management
Falls Church,
Virginia
|
$53K
|
+$54.1K
|
+2,068
|
New
|
|
|
25
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$31.5K
|
+$30.9K
|
+1,180
|
New
|
|
