|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.36M
|
-$391K
|
-16,678
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.96M
|
+$957K
|
+40,845
|
+19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.02M
|
+$79K
|
+3,373
|
+2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.57M
|
+$593K
|
+25,297
|
+15%
|
|
|
5
|
|
$4.51M
|
+$364K
|
+15,528
|
+9%
|
|
|
6
|
|
$4.3M
|
-$481K
|
-20,543
|
-10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.27M
|
-$771K
|
-32,899
|
-15%
|
|
|
8
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.67M
|
+$100K
|
+4,275
|
+3%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.86M
|
+$81K
|
+3,459
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.16M
|
+$212K
|
+9,054
|
+11%
|
|
|
11
|
|
$2M
|
-$34.2K
|
-1,459
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.84M
|
+$1.12M
|
+47,925
|
+160%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.72M
|
-$110K
|
-4,688
|
-6%
|
|
|
14
|
Precedent Wealth Partners
Houston,
Texas
|
$1.66M
|
+$269K
|
+11,490
|
+20%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.56M
|
+$524K
|
+22,365
|
+51%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$1.51M
|
+$123K
|
+5,250
|
+9%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.32M
|
+$1.04M
|
+44,278
|
+385%
|
|
|
18
|
CGN Advisors
Manhattan,
Kansas
|
$1.31M
|
+$3.84K
|
+164
|
+0.3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.28M
|
+$30.3K
|
+1,293
|
+2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$1.19M
|
+50,820
|
New
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.12M
|
+$333K
|
+14,198
|
+43%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.08M
|
+$34.6K
|
+1,476
|
+3%
|
|
|
23
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.05M
|
+$73.8K
|
+3,153
|
+8%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$925K
|
+$920K
|
+39,288
|
New
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$907K
|
+$901K
|
+38,450
|
New
|
|
