|
1
|
Klingman & Associates
New York
|
$23.4M
|
+$22.5M
|
+1,005,475
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.8M
|
+$668K
|
+29,923
|
+9%
|
|
|
3
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$8.25M
|
+$283K
|
+12,688
|
+4%
|
|
|
4
|
Berman Capital Advisors
Atlanta,
Georgia
|
$6.53M
|
-$256K
|
-11,455
|
-4%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.52M
|
+$5.29M
|
+236,905
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.48M
|
+$396K
|
+17,749
|
+8%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$4.46M
|
+$4.27M
|
+191,364
|
New
|
|
|
8
|
|
$4.33M
|
+$135K
|
+6,034
|
+3%
|
|
|
9
|
United Asset Strategies
Garden City,
New York
|
$3.98M
|
+$98.3K
|
+4,399
|
+3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$3.37M
|
+$162K
|
+7,238
|
+5%
|
|
|
11
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.25M
|
+$88.5K
|
+3,960
|
+4%
|
|
|
12
|
KCS Wealth Advisory
Los Angeles,
California
|
$2.07M
|
+$1.98M
|
+88,748
|
New
|
|
|
13
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.67M
|
+$9.49K
|
+425
|
+0.6%
|
|
|
14
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.6M
|
+$140K
|
+6,276
|
+10%
|
|
|
15
|
|
$1.32M
|
+$1.27M
|
+56,808
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.05M
|
+$61.5K
|
+2,751
|
+6%
|
|
|
17
|
BB&T Securities
Richmond,
Virginia
|
$842K
|
+$808K
|
+36,180
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$800K
|
+$33.1K
|
+1,480
|
+4%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$539K
|
+$35.3K
|
+1,578
|
+7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$419K
|
-$6.48M
|
-290,218
|
-94%
|
|
|
21
|
|
$398K
|
+$382K
|
+17,101
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$378K
|
-$61.3K
|
-2,744
|
-14%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$342K
|
–
|
–
|
–
|
|
|
24
|
BOK Financial Private Wealth
Denver,
Colorado
|
$324K
|
+$311K
|
+13,925
|
New
|
|
|
25
|
Cedar Hill Associates
Chicago,
Illinois
|
$286K
|
–
|
–
|
–
|
|
