|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.07M
|
-$521K
|
-22,617
|
-19%
|
|
|
2
|
LMCG Investments
Boston,
Massachusetts
|
$1.63M
|
+$1.71M
|
+74,233
|
New
|
|
|
3
|
|
$1.21M
|
-$510K
|
-22,139
|
-29%
|
|
|
4
|
CGN Advisors
Manhattan,
Kansas
|
$911K
|
+$138K
|
+5,986
|
+17%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$676K
|
-$54.9K
|
-2,382
|
-7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$576K
|
+$124K
|
+5,381
|
+26%
|
|
|
7
|
Equitable Holdings
New York
|
$557K
|
+$585K
|
+25,365
|
New
|
|
|
8
|
Royal Harbor Partners
Houston,
Texas
|
$482K
|
–
|
–
|
–
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$474K
|
+$498K
|
+21,597
|
New
|
|
|
10
|
Farmers National Bank
Danville,
Kentucky
|
$469K
|
+$1.96K
|
+85
|
+0.4%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$414K
|
+$49.3K
|
+2,141
|
+13%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$403K
|
+$42.2K
|
+1,831
|
+11%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$331K
|
-$46.6K
|
-2,021
|
-12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$329K
|
+$95.2K
|
+4,132
|
+38%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$273K
|
-$5.92K
|
-257
|
-2%
|
|
|
16
|
FOCUS Wealth Advisors
Houston,
Texas
|
$261K
|
+$274K
|
+11,888
|
New
|
|
|
17
|
|
$259K
|
+$14K
|
+608
|
+5%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$249K
|
+$39.3K
|
+1,704
|
+18%
|
|
|
19
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$207K
|
-$90.8K
|
-3,939
|
-29%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$197K
|
+$95.9K
|
+4,162
|
+86%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$64K
|
-$266K
|
-11,559
|
-80%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$49K
|
+$5.81K
|
+252
|
+13%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$15K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.06M
|
-46,416
|
Closed
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$841K
|
-36,676
|
Closed
|
|
