|
1
|
|
$146M
|
+$1.95M
|
+46,188
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.8M
|
+$1.68M
|
+39,715
|
+4%
|
|
|
3
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$39M
|
-$5.73M
|
-135,608
|
-13%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$37.1M
|
+$828K
|
+19,602
|
+2%
|
|
|
5
|
Magnus Financial Group
New York
|
$36.2M
|
+$562K
|
+13,286
|
+2%
|
|
|
6
|
Atwood & Palmer
Kansas City,
Missouri
|
$28.1M
|
+$135K
|
+3,192
|
+0.5%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$27.1M
|
+$202K
|
+4,775
|
+0.7%
|
|
|
8
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$15.7M
|
+$4.58M
|
+108,425
|
+41%
|
|
|
9
|
Arvest Investments
Lowell,
Arkansas
|
$14.5M
|
+$72.2K
|
+1,709
|
+0.5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
+$657K
|
+15,556
|
+6%
|
|
|
11
|
Busey Bank
Urbana,
Illinois
|
$11.2M
|
-$450K
|
-10,644
|
-4%
|
|
|
12
|
|
$10.1M
|
-$169K
|
-3,996
|
-2%
|
|
|
13
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$9.43M
|
-$95.9K
|
-2,268
|
-1%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$9.42M
|
-$160K
|
-3,793
|
-2%
|
|
|
15
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$8.85M
|
+$116K
|
+2,746
|
+1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.51M
|
+$574K
|
+13,582
|
+7%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$8.36M
|
+$145K
|
+3,437
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.14M
|
-$5.32M
|
-125,832
|
-39%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$7.98M
|
-$1.95M
|
-46,181
|
-20%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$7.38M
|
-$2.69M
|
-63,754
|
-27%
|
|
|
21
|
Eagle Strategies
New York
|
$7.35M
|
+$7.41M
|
+175,309
|
New
|
|
|
22
|
Rockefeller Capital Management
New York
|
$6.01M
|
+$302K
|
+7,145
|
+5%
|
|
|
23
|
Icon Wealth Advisors
Houston,
Texas
|
$5.7M
|
-$127K
|
-3,000
|
-2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.17M
|
+$430K
|
+10,182
|
+9%
|
|
|
25
|
FAS Wealth Partners
Leawood,
Kansas
|
$4.72M
|
+$79.4K
|
+1,878
|
+2%
|
|
