|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.03M
|
-$41.5K
|
-1,773
|
-0.7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.7M
|
+$767K
|
+32,781
|
+25%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.45M
|
-$1.78M
|
-75,909
|
-34%
|
|
|
4
|
|
$3.37M
|
-$639K
|
-27,331
|
-16%
|
|
|
5
|
Sterling Financial Group
Pasadena,
California
|
$2.91M
|
+$145K
|
+6,215
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.79M
|
+$1.64K
|
+70
|
+0.1%
|
|
|
7
|
|
$2.7M
|
+$107K
|
+4,589
|
+4%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.57M
|
-$48.5K
|
-2,071
|
-2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.28M
|
+$99.3K
|
+4,246
|
+4%
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$2.13M
|
+$250K
|
+10,684
|
+13%
|
|
|
11
|
Bank of New York Mellon
New York
|
$1.99M
|
+$2.04M
|
+86,992
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$115K
|
+4,927
|
+7%
|
|
|
13
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.71M
|
+$495K
|
+21,157
|
+40%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.65M
|
+$72.7K
|
+3,109
|
+5%
|
|
|
15
|
|
$1.61M
|
-$2.3M
|
-98,444
|
-58%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$1.28M
|
+$123K
|
+5,265
|
+10%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.02M
|
+$232K
|
+9,911
|
+28%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$1.01M
|
+$61.9K
|
+2,646
|
+6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$998K
|
+$342K
|
+14,633
|
+51%
|
|
|
20
|
Farmers National Bank
Danville,
Kentucky
|
$976K
|
+$103K
|
+4,411
|
+12%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$953K
|
+$286K
|
+12,210
|
+41%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$855K
|
+$3.63K
|
+155
|
+0.4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$782K
|
+$12.4K
|
+529
|
+2%
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$781K
|
+$9.38K
|
+401
|
+1%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$596K
|
+$7.37K
|
+315
|
+1%
|
|
