|
1
|
|
$31.6M
|
+$26.2M
|
+1,190,866
|
+302%
|
|
|
2
|
BOK Financial Private Wealth
Denver,
Colorado
|
$28.7M
|
+$31.4M
|
+1,426,731
|
+10,466%
|
|
|
3
|
Klingman & Associates
New York
|
$27.1M
|
+$7.65M
|
+347,132
|
+34%
|
|
|
4
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$21.1M
|
+$23.3M
|
+1,057,431
|
New
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$12M
|
+$11.7M
|
+532,673
|
+748%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.49M
|
+$1.57M
|
+71,070
|
+18%
|
|
|
7
|
Howard Financial Services
Dallas,
Texas
|
$8.48M
|
+$9.38M
|
+425,844
|
New
|
|
|
8
|
Berman Capital Advisors
Atlanta,
Georgia
|
$7.89M
|
+$3.3M
|
+149,741
|
+61%
|
|
|
9
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$6.18M
|
-$1.1M
|
-49,970
|
-14%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$5.83M
|
+$6.45M
|
+292,968
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.69M
|
+$1.15M
|
+52,108
|
+22%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.47M
|
+$373K
|
+16,955
|
+7%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$3.51M
|
+$852K
|
+38,664
|
+28%
|
|
|
14
|
United Asset Strategies
Garden City,
New York
|
$3.08M
|
-$480K
|
-21,800
|
-12%
|
|
|
15
|
Country Club Trust
Kansas City,
Missouri
|
$2.99M
|
+$3.31M
|
+150,260
|
New
|
|
|
16
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.88M
|
-$53.4K
|
-2,425
|
-3%
|
|
|
17
|
Next Capital Management
New York
|
$1.65M
|
+$1.82M
|
+82,768
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.58M
|
+$997K
|
+45,270
|
+132%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
-$4.57M
|
-207,576
|
-75%
|
|
|
20
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.4M
|
-$1.56M
|
-70,824
|
-50%
|
|
|
21
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$905K
|
-$512K
|
-23,249
|
-34%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$883K
|
+$723K
|
+32,823
|
+278%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$817K
|
-$40.6K
|
-1,841
|
-4%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$805K
|
+$85.6K
|
+3,884
|
+11%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$785K
|
+$558K
|
+25,323
|
+180%
|
|
