|
1
|
CGN Advisors
Manhattan,
Kansas
|
$1.83M
|
+$436K
|
+20,516
|
+32%
|
|
|
2
|
|
$1.51M
|
-$2.98M
|
-140,395
|
-67%
|
|
|
3
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.28M
|
+$396K
|
+18,634
|
+45%
|
|
|
4
|
|
$1.18M
|
+$592K
|
+27,872
|
+103%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$817K
|
+$54.3K
|
+2,557
|
+7%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$660K
|
-$3.78K
|
-178
|
-0.6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$448K
|
+$134K
|
+6,315
|
+43%
|
|
|
8
|
Gradient Capital Advisors
San Diego,
California
|
$422K
|
–
|
–
|
–
|
|
|
9
|
Farmers National Bank
Danville,
Kentucky
|
$415K
|
+$30K
|
+1,415
|
+8%
|
|
|
10
|
FOCUS Wealth Advisors
Houston,
Texas
|
$346K
|
–
|
–
|
–
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$307K
|
+$56.4K
|
+2,656
|
+23%
|
|
|
12
|
Sterling Financial Group
Pasadena,
California
|
$295K
|
–
|
–
|
–
|
|
|
13
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$282K
|
+$280K
|
+13,182
|
New
|
|
|
14
|
Clark Asset Management
Stratham,
New Hampshire
|
$210K
|
+$1.32K
|
+62
|
+0.6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$185K
|
+$25K
|
+1,178
|
+16%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$127K
|
+$18.2K
|
+858
|
+17%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$96.9K
|
+$89.2K
|
+4,200
|
+1,300%
|
|
|
18
|
|
$77.9K
|
+$67K
|
+3,158
|
+658%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$71.9K
|
-$21K
|
-987
|
-23%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$70K
|
–
|
–
|
–
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$27K
|
+$12.7K
|
+596
|
+90%
|
|
|
22
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
–
|
-$224K
|
-10,795
|
Closed
|
|
