|
1
|
|
$39M
|
+$1.94M
|
+82,385
|
+5%
|
|
|
2
|
Klingman & Associates
New York
|
$31M
|
-$1.97M
|
-83,831
|
-6%
|
|
|
3
|
BOK Financial Private Wealth
Denver,
Colorado
|
$28.8M
|
+$920K
|
+39,151
|
+3%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$25.3M
|
+$242K
|
+10,313
|
+1%
|
|
|
5
|
Berman Capital Advisors
Atlanta,
Georgia
|
$12.1M
|
+$890K
|
+37,866
|
+8%
|
|
|
6
|
Howard Financial Services
Dallas,
Texas
|
$10.8M
|
+$190K
|
+8,103
|
+2%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$10.4M
|
+$149K
|
+6,323
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
-$74K
|
-3,149
|
-0.7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.4M
|
+$941K
|
+40,049
|
+13%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.33M
|
+$467K
|
+19,883
|
+7%
|
|
|
11
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.13M
|
-$63.2K
|
-2,687
|
-0.9%
|
|
|
12
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$5.5M
|
+$359K
|
+15,253
|
+7%
|
|
|
13
|
Country Club Trust
Kansas City,
Missouri
|
$5.03M
|
+$560K
|
+23,805
|
+12%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$4.04M
|
+$448K
|
+19,065
|
+12%
|
|
|
15
|
United Asset Strategies
Garden City,
New York
|
$3.94M
|
+$141K
|
+6,019
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.47M
|
-$2.54M
|
-107,989
|
-42%
|
|
|
17
|
Next Capital Management
New York
|
$2.82M
|
+$551K
|
+23,459
|
+24%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.98M
|
+$693K
|
+29,496
|
+54%
|
|
|
19
|
Schoolcraft Capital
Boulder,
Colorado
|
$1.4M
|
-$65.6K
|
-2,790
|
-4%
|
|
|
20
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.4M
|
+$1.41M
|
+59,934
|
New
|
|
|
21
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.32M
|
+$139K
|
+5,925
|
+12%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.22M
|
+$84.4K
|
+3,589
|
+7%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$1.14M
|
+$83.9K
|
+3,568
|
+8%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$960K
|
+$498K
|
+21,201
|
+107%
|
|
|
25
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$943K
|
+$92.2K
|
+3,921
|
+11%
|
|
