|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.26M
|
-$148K
|
-6,254
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.35M
|
+$207K
|
+8,756
|
+4%
|
|
|
3
|
|
$4.12M
|
-$9.31M
|
-393,099
|
-69%
|
|
|
4
|
|
$3.98M
|
+$2.27M
|
+95,790
|
+131%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.04M
|
-$698K
|
-29,471
|
-19%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.88M
|
+$248K
|
+10,477
|
+9%
|
|
|
7
|
Sterling Financial Group
Pasadena,
California
|
$2.85M
|
+$758K
|
+32,000
|
+36%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.7M
|
-$31.9K
|
-1,345
|
-1%
|
|
|
9
|
|
$2.68M
|
+$103K
|
+4,361
|
+4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.25M
|
+$665K
|
+28,069
|
+42%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$1.94M
|
+$123K
|
+5,212
|
+7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.66M
|
+$206K
|
+8,704
|
+14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.63M
|
+$346K
|
+14,618
|
+27%
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.26M
|
+$836K
|
+35,290
|
+193%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$1.21M
|
+$137K
|
+5,768
|
+13%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$978K
|
+$352K
|
+14,853
|
+56%
|
|
|
17
|
|
$905K
|
+$909K
|
+38,366
|
New
|
|
|
18
|
Farmers National Bank
Danville,
Kentucky
|
$903K
|
+$42.4K
|
+1,790
|
+5%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$878K
|
-$324K
|
-13,673
|
-27%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$823K
|
+$306K
|
+12,936
|
+59%
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$796K
|
+$799K
|
+33,732
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$794K
|
+$50.5K
|
+2,133
|
+7%
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$694K
|
+$153K
|
+6,450
|
+28%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$684K
|
+$498K
|
+21,031
|
+265%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$607K
|
+$32.3K
|
+1,362
|
+6%
|
|
