|
1
|
RGT Wealth Advisors
Dallas,
Texas
|
$46.6M
|
+$46M
|
+2,817,538
|
New
|
|
|
2
|
|
$31.6M
|
-$2.44M
|
-149,607
|
-7%
|
|
|
3
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$28.3M
|
-$1.02M
|
-62,200
|
-4%
|
|
|
4
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$23.3M
|
+$2.8M
|
+171,609
|
+14%
|
|
|
5
|
Oxford Financial Group
Carmel,
Indiana
|
$15M
|
-$828K
|
-50,667
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.67M
|
-$3.23M
|
-197,604
|
-27%
|
|
|
7
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.96M
|
-$150K
|
-9,167
|
-2%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$7.59M
|
+$2.79M
|
+170,687
|
+59%
|
|
|
9
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.33M
|
-$94.5K
|
-5,786
|
-1%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.83M
|
+$312K
|
+19,105
|
+5%
|
|
|
11
|
Howard Financial Services
Dallas,
Texas
|
$6.59M
|
-$2.42M
|
-147,834
|
-27%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$6.23M
|
+$808K
|
+49,427
|
+15%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.84M
|
-$2.05M
|
-125,583
|
-35%
|
|
|
14
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.7M
|
-$357K
|
-21,849
|
-9%
|
|
|
15
|
Icon Wealth Partners
Houston,
Texas
|
$2.79M
|
+$37.3K
|
+2,280
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
+$637K
|
+38,995
|
+34%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.27M
|
+$813K
|
+49,759
|
+57%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.83M
|
-$362K
|
-22,183
|
-17%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.73M
|
-$177K
|
-10,846
|
-9%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.59M
|
+$164K
|
+10,045
|
+12%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$1.51M
|
-$2.24M
|
-137,371
|
-60%
|
|
|
22
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.5M
|
-$506K
|
-30,959
|
-25%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.49M
|
-$2.24M
|
-137,329
|
-60%
|
|
|
24
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$983K
|
+$972K
|
+59,479
|
New
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$973K
|
-$6.18K
|
-378
|
-0.6%
|
|
