|
1
|
|
$120M
|
+$10.7M
|
+301,857
|
+10%
|
|
|
2
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$39.3M
|
-$5.92M
|
-167,623
|
-13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
+$1.44M
|
+40,653
|
+4%
|
|
|
4
|
Magnus Financial Group
New York
|
$30.4M
|
-$369K
|
-10,433
|
-1%
|
|
|
5
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$26M
|
+$1.17M
|
+33,014
|
+5%
|
|
|
6
|
Atwood & Palmer
Kansas City,
Missouri
|
$23.5M
|
+$136K
|
+3,860
|
+0.6%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$23M
|
+$271K
|
+7,676
|
+1%
|
|
|
8
|
Arvest Investments
Lowell,
Arkansas
|
$12.9M
|
-$2.01M
|
-57,025
|
-13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
-$1.49M
|
-42,186
|
-10%
|
|
|
10
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$10.9M
|
+$10.9M
|
+309,157
|
New
|
|
|
11
|
Busey Bank
Urbana,
Illinois
|
$9.81M
|
-$149K
|
-4,224
|
-1%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.74M
|
+$514K
|
+14,542
|
+6%
|
|
|
13
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$9.58M
|
+$1.17M
|
+33,219
|
+14%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$9.3M
|
-$534K
|
-15,123
|
-5%
|
|
|
15
|
|
$8.61M
|
-$33.1K
|
-937
|
-0.4%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$8.1M
|
-$68.3K
|
-1,932
|
-0.8%
|
|
|
17
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$8.01M
|
-$91.4K
|
-2,588
|
-1%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$7.5M
|
-$18.2K
|
-514
|
-0.2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$7.03M
|
–
|
–
|
–
|
|
|
20
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$6.89M
|
+$85K
|
+2,407
|
+1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.62M
|
-$1.86M
|
-52,643
|
-22%
|
|
|
22
|
Oxbow Advisors
Austin,
Texas
|
$5.89M
|
-$247K
|
-7,002
|
-4%
|
|
|
23
|
Icon Wealth Advisors
Houston,
Texas
|
$5.03M
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$4.15M
|
+$2.01M
|
+56,846
|
+94%
|
|
|
25
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$4.03M
|
+$297K
|
+8,405
|
+8%
|
|
