|
1
|
Klingman & Associates
New York
|
$23.7M
|
+$262K
|
+10,957
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.43M
|
+$659K
|
+27,595
|
+7%
|
|
|
3
|
|
$9.19M
|
+$5M
|
+209,244
|
+113%
|
|
|
4
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$8.38M
|
+$147K
|
+6,165
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.48M
|
+$6.22M
|
+260,527
|
+1,450%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6M
|
+$540K
|
+22,626
|
+10%
|
|
|
7
|
Berman Capital Advisors
Atlanta,
Georgia
|
$5.74M
|
-$803K
|
-33,639
|
-12%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.44M
|
-$74.5K
|
-3,120
|
-1%
|
|
|
9
|
United Asset Strategies
Garden City,
New York
|
$4.11M
|
+$146K
|
+6,100
|
+4%
|
|
|
10
|
KCS Wealth Advisory
Los Angeles,
California
|
$3.29M
|
+$1.26M
|
+52,594
|
+59%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$3.2M
|
-$165K
|
-6,910
|
-5%
|
|
|
12
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.26M
|
+$5.97K
|
+250
|
+0.3%
|
|
|
13
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.74M
|
-$9.55K
|
-400
|
-0.6%
|
|
|
14
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.6M
|
+$4.56K
|
+191
|
+0.3%
|
|
|
15
|
|
$1.53M
|
+$214K
|
+8,978
|
+16%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.01M
|
-$42.4K
|
-1,776
|
-4%
|
|
|
17
|
BB&T Securities
Richmond,
Virginia
|
$851K
|
+$9.72K
|
+407
|
+1%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$799K
|
-$8.48K
|
-355
|
-1%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$630K
|
+$94.7K
|
+3,967
|
+17%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$590K
|
+$606K
|
+25,358
|
New
|
|
|
21
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$524K
|
+$265K
|
+11,118
|
+98%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$444K
|
+$105K
|
+4,413
|
+30%
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$420K
|
+$168K
|
+7,045
|
+64%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$328K
|
-$4.23M
|
-177,276
|
-93%
|
|
|
25
|
BOK Financial Private Wealth
Denver,
Colorado
|
$317K
|
-$7K
|
-293
|
-2%
|
|
