|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.7M
|
+$480K
|
+18,004
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.26M
|
-$726K
|
-27,250
|
-14%
|
|
|
3
|
|
$2.46M
|
+$2.49M
|
+93,258
|
New
|
|
|
4
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.26M
|
+$32.6K
|
+1,222
|
+1%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$1.95M
|
-$100K
|
-3,763
|
-5%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
+$1.33M
|
+49,915
|
New
|
|
|
7
|
Capital One Financial
Mclean,
Virginia
|
$1.28M
|
+$1.29M
|
+48,510
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.23M
|
+$575K
|
+21,577
|
+86%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.1M
|
-$340K
|
-12,757
|
-23%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$843K
|
+$75.1K
|
+2,817
|
+10%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$716K
|
-$4K
|
-150
|
-0.5%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$539K
|
+$39.1K
|
+1,469
|
+8%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$519K
|
+$525K
|
+19,708
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$467K
|
-$69.4K
|
-2,605
|
-13%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$455K
|
+$28.7K
|
+1,077
|
+7%
|
|
|
16
|
|
$355K
|
-$50.3K
|
-1,886
|
-12%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$268K
|
-$27.4K
|
-1,029
|
-9%
|
|
|
18
|
Anchor Investment Management
Columbia,
South Carolina
|
$107K
|
–
|
–
|
–
|
|
|
19
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$96K
|
+$240
|
+9
|
+0.2%
|
|
|
20
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$15K
|
+$14.9K
|
+558
|
New
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$12K
|
-$1.39K
|
-52
|
-10%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
+$11K
|
+413
|
New
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$223K
|
-8,320
|
Closed
|
|
