|
1
|
|
$4.38M
|
+$3.55M
|
+174,643
|
+479%
|
|
|
2
|
CGN Advisors
Manhattan,
Kansas
|
$1.35M
|
+$399K
|
+19,586
|
+43%
|
|
|
3
|
Venture Visionary Partners
Sylvania,
Ohio
|
$859K
|
-$39.2K
|
-1,927
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$740K
|
+$255K
|
+12,539
|
+54%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$644K
|
+$631K
|
+31,005
|
New
|
|
|
6
|
|
$563K
|
+$254K
|
+12,505
|
+86%
|
|
|
7
|
Gradient Capital Advisors
San Diego,
California
|
$409K
|
+$401K
|
+19,704
|
New
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$373K
|
+$365K
|
+17,952
|
New
|
|
|
9
|
FOCUS Wealth Advisors
Houston,
Texas
|
$336K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$304K
|
+$285K
|
+14,000
|
+2,262%
|
|
|
11
|
Sterling Financial Group
Pasadena,
California
|
$295K
|
+$289K
|
+14,180
|
New
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$242K
|
-$5.22M
|
-256,468
|
-96%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$224K
|
+$8.55K
|
+420
|
+4%
|
|
|
14
|
Clark Asset Management
Stratham,
New Hampshire
|
$202K
|
+$198K
|
+9,720
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$105K
|
+$103K
|
+5,053
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$90.2K
|
+$31.3K
|
+1,538
|
+55%
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$68K
|
–
|
–
|
–
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$14K
|
+$13.5K
|
+664
|
New
|
|
|
20
|
|
$9.97K
|
+$9.77K
|
+480
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$263K
|
-13,349
|
Closed
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$240K
|
-12,160
|
Closed
|
|
