|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.4M
|
-$388K
|
-14,463
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.06M
|
+$190K
|
+7,079
|
+4%
|
|
|
3
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.27M
|
+$89.1K
|
+3,320
|
+4%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$2.09M
|
+$161K
|
+5,997
|
+8%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.46M
|
+$1.46M
|
+54,483
|
New
|
|
|
6
|
Capital One National Association
New York
|
$1.35M
|
+$1.35M
|
+50,336
|
New
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$782K
|
+$671
|
+25
|
+0.1%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$732K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$675K
|
+$39K
|
+1,452
|
+6%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$544K
|
–
|
–
|
–
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$513K
|
+$12.5K
|
+466
|
+3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$434K
|
-$35.8K
|
-1,334
|
-8%
|
|
|
14
|
|
$411K
|
-$17.9K
|
-668
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$300K
|
-$15.2K
|
-568
|
-5%
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$223K
|
+$223K
|
+8,320
|
New
|
|
|
17
|
Anchor Investment Management
Columbia,
South Carolina
|
$109K
|
–
|
–
|
–
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$99K
|
+$510
|
+19
|
+0.5%
|
|
|
19
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$29K
|
+$29.5K
|
+1,100
|
New
|
|
|
20
|
Oppenheimer Asset Management
New York
|
$19K
|
-$114K
|
-4,244
|
-86%
|
|
|
21
|
Retirement Group
San Diego,
California
|
$17K
|
+$17.3K
|
+645
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.14M
|
-42,373
|
Closed
|
|
