|
1
|
|
$146M
|
+$1.86M
|
+47,101
|
+1%
|
|
|
2
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$45.1M
|
-$1.9M
|
-48,057
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
-$4.01M
|
-101,552
|
-10%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$36.7M
|
+$5.06M
|
+128,053
|
+17%
|
|
|
5
|
Magnus Financial Group
New York
|
$36M
|
-$423K
|
-10,706
|
-1%
|
|
|
6
|
Atwood & Palmer
Kansas City,
Missouri
|
$28.3M
|
+$98.4K
|
+2,491
|
+0.4%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$27.2M
|
-$396K
|
-10,014
|
-2%
|
|
|
8
|
Arvest Investments
Lowell,
Arkansas
|
$14.6M
|
-$896K
|
-22,680
|
-6%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.4M
|
+$2.58M
|
+65,191
|
+24%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
-$1.82M
|
-46,039
|
-13%
|
|
|
11
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$12.1M
|
+$568K
|
+14,371
|
+5%
|
|
|
12
|
Busey Bank
Urbana,
Illinois
|
$11.7M
|
-$21.7K
|
-550
|
-0.2%
|
|
|
13
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$11.3M
|
-$1.67M
|
-42,212
|
-14%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$4.66K
|
+118
|
+0%
|
|
|
15
|
|
$10.3M
|
+$9.56K
|
+242
|
+0.1%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$10.2M
|
+$9.47M
|
+239,707
|
New
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$10M
|
+$939K
|
+23,760
|
+11%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$9.67M
|
-$46K
|
-1,164
|
-0.5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$9.65M
|
+$4.65M
|
+117,691
|
+107%
|
|
|
20
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$9.62M
|
+$9.52K
|
+241
|
+0.1%
|
|
|
21
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$8.83M
|
+$520K
|
+13,168
|
+7%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$8.3M
|
-$132K
|
-3,338
|
-2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.02M
|
+$67.2K
|
+1,701
|
+0.9%
|
|
|
24
|
Icon Wealth Advisors
Houston,
Texas
|
$5.88M
|
-$143K
|
-3,616
|
-3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$5.76M
|
+$732K
|
+18,525
|
+16%
|
|
