|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.68M
|
+$487K
|
+21,089
|
+22%
|
|
|
2
|
|
$2.68M
|
+$2.7M
|
+116,874
|
New
|
|
|
3
|
|
$1.77M
|
-$1.56M
|
-67,340
|
-47%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$1.07M
|
+46,416
|
New
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$841K
|
+$847K
|
+36,676
|
New
|
|
|
6
|
CGN Advisors
Manhattan,
Kansas
|
$815K
|
+$821K
|
+35,535
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$762K
|
-$318K
|
-13,769
|
-29%
|
|
|
8
|
|
$531K
|
+$535K
|
+23,161
|
New
|
|
|
9
|
Royal Harbor Partners
Houston,
Texas
|
$504K
|
–
|
–
|
–
|
|
|
10
|
Farmers National Bank
Danville,
Kentucky
|
$488K
|
+$30.4K
|
+1,318
|
+7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$480K
|
+$20.3K
|
+878
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$393K
|
+$2.54K
|
+110
|
+0.6%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$384K
|
+$193K
|
+8,378
|
+100%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$379K
|
+$33K
|
+1,430
|
+9%
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$332K
|
+$335K
|
+14,489
|
New
|
|
|
16
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$307K
|
-$21.6K
|
-934
|
-7%
|
|
|
17
|
WrapManager Inc
Mill Valley,
California
|
$291K
|
-$1.48K
|
-64
|
-0.5%
|
|
|
18
|
|
$257K
|
-$11.8K
|
-512
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$249K
|
+$251K
|
+10,869
|
New
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$219K
|
-$30.3K
|
-1,312
|
-12%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$110K
|
-$399K
|
-17,272
|
-78%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$45K
|
-$23
|
-1
|
-0.1%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$10K
|
+$9.93K
|
+430
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$210K
|
-8,728
|
Closed
|
|
