|
1
|
|
$39.1M
|
+$1.17M
|
+51,106
|
+3%
|
|
|
2
|
Klingman & Associates
New York
|
$33.1M
|
+$488K
|
+21,265
|
+2%
|
|
|
3
|
BOK Financial Private Wealth
Denver,
Colorado
|
$30.8M
|
-$3.41M
|
-148,615
|
-10%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$24.8M
|
+$23.8M
|
+1,036,463
|
New
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$15M
|
+$603K
|
+26,315
|
+4%
|
|
|
6
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$12.7M
|
-$12.1M
|
-525,721
|
-50%
|
|
|
7
|
Berman Capital Advisors
Atlanta,
Georgia
|
$11.2M
|
+$1.62M
|
+70,823
|
+18%
|
|
|
8
|
Howard Financial Services
Dallas,
Texas
|
$10.9M
|
+$735K
|
+32,059
|
+8%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$10.6M
|
+$10.2M
|
+445,345
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9M
|
-$2.28M
|
-99,369
|
-21%
|
|
|
11
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.59M
|
+$176K
|
+7,681
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.12M
|
+$536K
|
+23,389
|
+9%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.79M
|
-$34.4K
|
-1,498
|
-0.5%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$6.76M
|
-$222K
|
-9,659
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.96M
|
+$3.13M
|
+136,573
|
+193%
|
|
|
16
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$4.35M
|
+$2.01M
|
+87,713
|
+93%
|
|
|
17
|
Country Club Trust
Kansas City,
Missouri
|
$4.19M
|
+$580K
|
+25,280
|
+17%
|
|
|
18
|
United Asset Strategies
Garden City,
New York
|
$3.84M
|
+$134K
|
+5,862
|
+4%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$3.62M
|
-$567K
|
-24,730
|
-14%
|
|
|
20
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.14M
|
+$2.06M
|
+89,651
|
New
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$2.07M
|
+$1.99M
|
+86,827
|
New
|
|
|
22
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.82M
|
+$134K
|
+5,838
|
+8%
|
|
|
23
|
Next Capital Management
New York
|
$1.53M
|
-$429K
|
-18,691
|
-23%
|
|
|
24
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.14M
|
+$1.09M
|
+47,649
|
New
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.07M
|
-$795K
|
-34,688
|
-44%
|
|
