|
1
|
|
$49.7M
|
+$10.2M
|
+447,268
|
+27%
|
|
|
2
|
BOK Financial Private Wealth
Denver,
Colorado
|
$28.2M
|
-$623K
|
-27,442
|
-2%
|
|
|
3
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$26.2M
|
+$723K
|
+31,834
|
+3%
|
|
|
4
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$25.8M
|
+$25M
|
+1,099,203
|
New
|
|
|
5
|
Klingman & Associates
New York
|
$25.3M
|
-$5.67M
|
-249,578
|
-19%
|
|
|
6
|
Oxford Financial Group
Carmel,
Indiana
|
$20.3M
|
+$19.6M
|
+862,498
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
+$8.5M
|
+374,087
|
+87%
|
|
|
8
|
Berman Capital Advisors
Atlanta,
Georgia
|
$12.6M
|
+$378K
|
+16,632
|
+3%
|
|
|
9
|
Howard Financial Services
Dallas,
Texas
|
$11.1M
|
+$287K
|
+12,630
|
+3%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$10.3M
|
-$169K
|
-7,454
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.77M
|
+$323K
|
+14,217
|
+4%
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.67M
|
+$7.49M
|
+329,503
|
New
|
|
|
13
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.37M
|
+$206K
|
+9,067
|
+3%
|
|
|
14
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7.13M
|
+$5.53M
|
+243,646
|
+407%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.69M
|
-$649K
|
-28,581
|
-9%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$6.16M
|
+$5.54M
|
+243,695
|
+1,312%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.11M
|
+$5.9M
|
+259,927
|
New
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$6.03M
|
+$1.91M
|
+84,063
|
+49%
|
|
|
19
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$5.7M
|
+$169K
|
+7,447
|
+3%
|
|
|
20
|
Country Club Trust
Kansas City,
Missouri
|
$5.18M
|
+$185K
|
+8,136
|
+4%
|
|
|
21
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.83M
|
+$4.67M
|
+205,581
|
New
|
|
|
22
|
Icon Wealth Partners
Houston,
Texas
|
$4.54M
|
+$4.15M
|
+182,874
|
+1,813%
|
|
|
23
|
United Asset Strategies
Garden City,
New York
|
$4.31M
|
+$339K
|
+14,935
|
+9%
|
|
|
24
|
Argent Wealth Management
Waltham,
Massachusetts
|
$3.91M
|
+$3.78M
|
+166,195
|
New
|
|
|
25
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.15M
|
+$2.08M
|
+91,373
|
New
|
|
