|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.06M
|
+$45.7K
|
+1,738
|
+2%
|
|
|
2
|
|
$1.84M
|
+$1.22M
|
+46,432
|
+190%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
+$368K
|
+14,012
|
+40%
|
|
|
4
|
|
$1.23M
|
+$46K
|
+1,752
|
+4%
|
|
|
5
|
Royal Harbor Partners
Houston,
Texas
|
$570K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$543K
|
+$11.3K
|
+430
|
+2%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$465K
|
+$330K
|
+12,547
|
+233%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$434K
|
+$139K
|
+5,296
|
+46%
|
|
|
9
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$287K
|
-$41.5K
|
-1,579
|
-12%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$286K
|
+$14.2K
|
+542
|
+5%
|
|
|
11
|
Farmers National Bank
Danville,
Kentucky
|
$243K
|
+$245K
|
+9,303
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$193K
|
–
|
–
|
–
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$99K
|
+$26.7K
|
+1,016
|
+37%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$50K
|
-$24.6K
|
-935
|
-33%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$18K
|
-$9.78K
|
-372
|
-35%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$4K
|
-166
|
Closed
|
|
