|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.16M
|
+$2.61M
|
+119,076
|
+67%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$4.89M
|
+$5.15M
|
+235,364
|
New
|
|
|
3
|
|
$2.36M
|
+$2.49M
|
+113,804
|
New
|
|
|
4
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.55M
|
+$1.63M
|
+74,618
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.26M
|
-$61.5K
|
-2,811
|
-4%
|
|
|
6
|
|
$1.03M
|
+$1.08M
|
+49,482
|
New
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$910K
|
+$139K
|
+6,350
|
+17%
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$804K
|
+$92.3K
|
+4,217
|
+12%
|
|
|
9
|
|
$575K
|
+$223K
|
+10,196
|
+58%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$523K
|
+$41.7K
|
+1,903
|
+8%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$346K
|
+$49.6K
|
+2,264
|
+16%
|
|
|
12
|
FOCUS Wealth Advisors
Houston,
Texas
|
$313K
|
+$39.6K
|
+1,811
|
+14%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$285K
|
+$5.47K
|
+250
|
+2%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$240K
|
+$253K
|
+11,560
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$216K
|
-$21.9K
|
-1,000
|
-9%
|
|
|
16
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$206K
|
-$90.7K
|
-4,143
|
-29%
|
|
|
17
|
Equitable Holdings
New York
|
$201K
|
+$212K
|
+9,700
|
New
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$185K
|
+$39.8K
|
+1,819
|
+26%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$62K
|
+$55.4K
|
+2,532
|
+565%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$40K
|
+$6.63K
|
+303
|
+19%
|
|
|
21
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$36K
|
+$37.5K
|
+1,713
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$20K
|
-925
|
Closed
|
|
