|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.9M
|
+$387K
|
+14,463
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.87M
|
-$176K
|
-6,575
|
-3%
|
|
|
3
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.18M
|
+$116K
|
+4,323
|
+6%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$1.93M
|
-$16.3K
|
-609
|
-0.8%
|
|
|
5
|
Capital One Investing
Mclean,
Virginia
|
$1.44M
|
-$1.47M
|
-54,915
|
Closed
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
-$829K
|
-30,980
|
-42%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$782K
|
-$44.1K
|
-1,648
|
-5%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$733K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$637K
|
-$67.4K
|
-2,518
|
-10%
|
|
|
10
|
|
$606K
|
+$604K
|
+22,568
|
New
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$545K
|
+$543K
|
+20,290
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$522K
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$499K
|
+$13.5K
|
+503
|
+3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$471K
|
–
|
–
|
–
|
|
|
15
|
|
$430K
|
+$1.26K
|
+47
|
+0.3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$316K
|
-$14.7K
|
-550
|
-4%
|
|
|
17
|
Oppenheimer Asset Management
New York
|
$133K
|
-$17.6K
|
-659
|
-12%
|
|
|
18
|
Anchor Investment Management
Columbia,
South Carolina
|
$109K
|
–
|
–
|
–
|
|
|
19
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$98K
|
-$39.8K
|
-1,486
|
-29%
|
|
|
20
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$88K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$13K
|
+$13.2K
|
+493
|
New
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$325K
|
-12,154
|
Closed
|
|
