|
1
|
|
$28M
|
-$994K
|
-48,743
|
-2%
|
|
|
2
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$24.1M
|
+$13.5M
|
+660,037
|
+59%
|
|
|
3
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$16.8M
|
+$2.88M
|
+141,282
|
+13%
|
|
|
4
|
Oxford Financial Group
Carmel,
Indiana
|
$13M
|
+$1.98M
|
+97,021
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.81M
|
-$1.71M
|
-83,910
|
-10%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$8.3M
|
+$3.56M
|
+174,773
|
+40%
|
|
|
7
|
Howard Financial Services
Dallas,
Texas
|
$7.42M
|
+$1.48M
|
+72,540
|
+15%
|
|
|
8
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.67M
|
+$10M
|
+490,826
|
New
|
|
|
9
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$6.11M
|
+$2.77M
|
+135,965
|
+43%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.36M
|
+$2.24M
|
+109,854
|
+39%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.86M
|
-$313K
|
-15,361
|
-4%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$4.45M
|
+$1.45M
|
+71,040
|
+28%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$4.34M
|
+$6.51M
|
+319,544
|
New
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$3.92M
|
+$5.88M
|
+288,373
|
New
|
|
|
15
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.34M
|
+$59.8K
|
+2,936
|
+1%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$3.1M
|
-$686K
|
-33,667
|
-13%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.08M
|
-$668K
|
-32,759
|
-13%
|
|
|
18
|
Icon Wealth Partners
Houston,
Texas
|
$2.27M
|
-$534K
|
-26,200
|
-14%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.81M
|
+$1.07M
|
+52,412
|
+65%
|
|
|
20
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.66M
|
-$3.7M
|
-181,541
|
-60%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.58M
|
+$984K
|
+48,279
|
+71%
|
|
|
22
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.57M
|
+$1.32M
|
+64,818
|
+128%
|
|
|
23
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.19M
|
+$622K
|
+30,530
|
+54%
|
|
|
24
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.17M
|
+$1.76M
|
+86,275
|
New
|
|
|
25
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.02M
|
-$5.4M
|
-264,856
|
-80%
|
|
