|
1
|
Summitry LLC
Foster City,
California
|
$30.4M
|
+$1.46M
|
+57,102
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
+$2.11M
|
+82,473
|
+14%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.5M
|
+$704K
|
+27,546
|
+5%
|
|
|
4
|
MV Capital Management
Bethesda,
Maryland
|
$15.3M
|
-$6.46M
|
-252,832
|
-30%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$14M
|
+$8.21M
|
+321,429
|
+146%
|
|
|
6
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.6M
|
+$54.8K
|
+2,146
|
+0.4%
|
|
|
7
|
PFG Private Wealth Management
Lutz,
Florida
|
$10.8M
|
+$10.7M
|
+420,165
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.95M
|
+$3.88M
|
+151,920
|
+65%
|
|
|
9
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$6.01M
|
+$81.9K
|
+3,207
|
+1%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$5.3M
|
+$690K
|
+27,027
|
+15%
|
|
|
11
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.08M
|
+$263K
|
+10,305
|
+6%
|
|
|
12
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$4.74M
|
+$800K
|
+31,319
|
+21%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$4.39M
|
+$739K
|
+28,920
|
+20%
|
|
|
14
|
4Thought Financial Group
Syosset,
New York
|
$4.19M
|
+$29.6K
|
+1,158
|
+0.7%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$4.1M
|
+$606K
|
+23,701
|
+18%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$4.09M
|
+$938K
|
+36,711
|
+30%
|
|
|
17
|
Arrow Financial
Glens Falls,
New York
|
$3.83M
|
+$2.32M
|
+90,979
|
+158%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$3.62M
|
+$560K
|
+21,908
|
+19%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$3.4M
|
+$826K
|
+32,330
|
+33%
|
|
|
20
|
|
$3.35M
|
+$3.32M
|
+129,908
|
New
|
|
|
21
|
Probity Advisors
Dallas,
Texas
|
$3.33M
|
+$212K
|
+8,313
|
+7%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$3.04M
|
+$1.42M
|
+55,722
|
+90%
|
|
|
23
|
Sabal Trust
St. Petersburg,
Florida
|
$2.77M
|
+$531K
|
+20,797
|
+24%
|
|
|
24
|
Meitav Investment House
Bene-Beraq,
Israel
|
$2.68M
|
+$1.32M
|
+51,836
|
+99%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$279K
|
+10,912
|
+12%
|
|
