|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.29M
|
-$151K
|
-7,232
|
-3%
|
|
|
2
|
CGN Advisors
Manhattan,
Kansas
|
$894K
|
+$125K
|
+6,001
|
+15%
|
|
|
3
|
Venture Visionary Partners
Sylvania,
Ohio
|
$853K
|
+$902K
|
+43,270
|
New
|
|
|
4
|
|
$719K
|
-$1.99M
|
-95,332
|
-72%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$455K
|
+$371K
|
+17,791
|
+338%
|
|
|
6
|
FOCUS Wealth Advisors
Houston,
Texas
|
$319K
|
+$337K
|
+16,166
|
New
|
|
|
7
|
|
$288K
|
-$61.6K
|
-2,955
|
-17%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$263K
|
+$16.8K
|
+807
|
+6%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$240K
|
+$253K
|
+12,160
|
New
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$205K
|
-$89.9K
|
-4,313
|
-29%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147K
|
–
|
–
|
–
|
|
|
12
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$65K
|
+$68.2K
|
+3,271
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$55K
|
+$54K
|
+2,590
|
+1,205%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$12K
|
+$12.9K
|
+619
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$321K
|
-15,452
|
Closed
|
|
