|
1
|
|
$37.9M
|
-$1.26M
|
-53,033
|
-3%
|
|
|
2
|
Klingman & Associates
New York
|
$33.7M
|
+$575K
|
+24,177
|
+2%
|
|
|
3
|
BOK Financial Private Wealth
Denver,
Colorado
|
$28.5M
|
-$2.42M
|
-101,814
|
-8%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$25.6M
|
+$854K
|
+35,890
|
+3%
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$13.5M
|
-$1.34M
|
-56,138
|
-9%
|
|
|
6
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$12.7M
|
-$24
|
-1
|
-0%
|
|
|
7
|
Berman Capital Advisors
Atlanta,
Georgia
|
$11.5M
|
+$304K
|
+12,780
|
+3%
|
|
|
8
|
Howard Financial Services
Dallas,
Texas
|
$10.8M
|
-$106K
|
-4,466
|
-1%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$10.5M
|
-$187K
|
-7,875
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$1.39M
|
+58,424
|
+15%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.63M
|
+$497K
|
+20,902
|
+7%
|
|
|
12
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.37M
|
-$257K
|
-10,799
|
-3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.01M
|
+$213K
|
+8,935
|
+3%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$6.77M
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.13M
|
+$1.16M
|
+48,737
|
+23%
|
|
|
16
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$5.31M
|
+$898K
|
+37,736
|
+21%
|
|
|
17
|
Country Club Trust
Kansas City,
Missouri
|
$4.56M
|
+$360K
|
+15,128
|
+9%
|
|
|
18
|
United Asset Strategies
Garden City,
New York
|
$3.88M
|
+$34.6K
|
+1,455
|
+0.9%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$3.67M
|
+$47.4K
|
+1,994
|
+1%
|
|
|
20
|
Next Capital Management
New York
|
$2.32M
|
+$786K
|
+33,010
|
+52%
|
|
|
21
|
Schoolcraft Capital
Boulder,
Colorado
|
$1.5M
|
-$639K
|
-26,866
|
-30%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.32M
|
+$568K
|
+23,853
|
+76%
|
|
|
23
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.21M
|
+$182K
|
+7,665
|
+18%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.16M
|
+$85.6K
|
+3,597
|
+8%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$1.08M
|
+$108K
|
+4,537
|
+11%
|
|
