|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.88M
|
-$172K
|
-7,318
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.18M
|
+$197K
|
+8,413
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$684K
|
+29,132
|
+24%
|
|
|
4
|
Sterling Financial Group
Pasadena,
California
|
$2.77M
|
+$2.48M
|
+105,703
|
+823%
|
|
|
5
|
|
$2.75M
|
-$806K
|
-34,361
|
-23%
|
|
|
6
|
|
$2.35M
|
-$9.62M
|
-409,978
|
-80%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$1.94M
|
+$124K
|
+5,270
|
+7%
|
|
|
8
|
|
$1.77M
|
-$97.7K
|
-4,163
|
-5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$259K
|
+11,036
|
+28%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
+$19.3K
|
+822
|
+2%
|
|
|
11
|
Farmers National Bank
Danville,
Kentucky
|
$1.08M
|
+$4.97K
|
+212
|
+0.5%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$884K
|
+$888K
|
+37,837
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$793K
|
+$86.9K
|
+3,703
|
+12%
|
|
|
14
|
Colony Group
Boston,
Massachusetts
|
$788K
|
+$572K
|
+24,358
|
+260%
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$755K
|
+$279K
|
+11,905
|
+58%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$740K
|
–
|
–
|
–
|
|
|
17
|
Venture Visionary Partners
Sylvania,
Ohio
|
$708K
|
-$31.5K
|
-1,341
|
-4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$695K
|
+$280K
|
+11,917
|
+67%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$582K
|
+$565K
|
+24,071
|
+2,928%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$552K
|
+$115K
|
+4,915
|
+26%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$513K
|
+$76.1K
|
+3,243
|
+18%
|
|
|
22
|
Dover Advisors
Richmond,
Virginia
|
$512K
|
+$514K
|
+21,890
|
New
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$503K
|
-$271K
|
-11,570
|
-35%
|
|
|
24
|
Royal Harbor Partners
Houston,
Texas
|
$463K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$365K
|
+$366K
|
+15,602
|
New
|
|
