|
1
|
Stifel Financial
St. Louis,
Missouri
|
$73.3M
|
+$24.8M
|
+547,299
|
+47%
|
|
|
2
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$43.9M
|
+$19.2M
|
+423,690
|
+71%
|
|
|
3
|
Alaska Permanent Fund
Juneau,
Alaska
|
$23.7M
|
+$25M
|
+550,000
|
New
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$22M
|
+$8.75M
|
+192,762
|
+60%
|
|
|
5
|
Nottingham Advisors
Amherst,
New York
|
$10.2M
|
+$151K
|
+3,338
|
+1%
|
|
|
6
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$3.75M
|
+$882K
|
+19,438
|
+29%
|
|
|
7
|
Community Bank
Dewitt,
New York
|
$2.8M
|
+$681
|
+15
|
+0%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.79M
|
-$47.2K
|
-1,041
|
-2%
|
|
|
9
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$1.88M
|
–
|
–
|
–
|
|
|
10
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.63M
|
+$811K
|
+17,867
|
+89%
|
|
|
11
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.44M
|
+$36.2K
|
+798
|
+2%
|
|
|
12
|
|
$1.4M
|
-$6.49M
|
-142,967
|
-81%
|
|
|
13
|
H.L. Ormond & Company
Greenville,
North Carolina
|
$1.11M
|
+$431K
|
+9,500
|
+59%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$740K
|
+$384K
|
+8,464
|
+97%
|
|
|
15
|
Boston Financial Management
Boston,
Massachusetts
|
$541K
|
-$951K
|
-20,950
|
-62%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$266K
|
+$216K
|
+4,759
|
+337%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$74K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$43K
|
+$45.2K
|
+997
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$25K
|
+$272
|
+6
|
+1%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
21
|
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
+$3.63K
|
+80
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
