|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.55M
|
+$738K
|
+27,568
|
+10%
|
|
|
2
|
|
$5.3M
|
+$5.25M
|
+196,220
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.85M
|
+$366K
|
+13,684
|
+8%
|
|
|
4
|
Virtu KCG Holdings
New York
|
$3.24M
|
-$370K
|
-13,832
|
-10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.78M
|
+$808K
|
+30,172
|
+84%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.56M
|
-$1.85M
|
-69,276
|
-55%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.46M
|
-$16.6K
|
-620
|
-1%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$1.02M
|
+$39.7K
|
+1,484
|
+4%
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$668K
|
-$742K
|
-27,720
|
Closed
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$614K
|
–
|
–
|
–
|
|
|
11
|
|
$500K
|
-$72.8K
|
-2,720
|
-13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$419K
|
+$38.5K
|
+1,440
|
+10%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$372K
|
+$327K
|
+12,228
|
+788%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$321K
|
-$270K
|
-10,100
|
-46%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$259K
|
+$15K
|
+560
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$227K
|
-$203K
|
-7,576
|
-47%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$211K
|
-$24.5K
|
-916
|
-11%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$120K
|
+$17.5K
|
+652
|
+17%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$9K
|
-332
|
Closed
|
|
