|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.5M
|
+$238K
|
+8,803
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.3M
|
+$1.86M
|
+68,803
|
+43%
|
|
|
3
|
|
$5.84M
|
+$3.25M
|
+120,071
|
+129%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$5.58M
|
+$4.96M
|
+183,528
|
+897%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$2.62M
|
+$586K
|
+21,658
|
+29%
|
|
|
6
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.29M
|
-$58.9K
|
-2,178
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.3M
|
+$23.1K
|
+854
|
+2%
|
|
|
8
|
Capital One Financial
Mclean,
Virginia
|
$1.11M
|
-$215K
|
-7,955
|
-16%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$907K
|
+$31.1K
|
+1,149
|
+4%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$743K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$734K
|
-$625K
|
-23,097
|
-46%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$544K
|
-$533K
|
-19,708
|
Closed
|
|
|
13
|
|
$484K
|
+$114K
|
+4,222
|
+31%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$343K
|
-$128K
|
-4,721
|
-27%
|
|
|
15
|
Financial Advocates Investment Management
Olympia,
Washington
|
$255K
|
+$252K
|
+9,309
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$253K
|
-$24.5K
|
-906
|
-9%
|
|
|
17
|
Wolverine Trading
Chicago,
Illinois
|
$250K
|
+$247K
|
+9,131
|
New
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$206K
|
+$204K
|
+7,540
|
New
|
|
|
19
|
Rockbridge Investment Management
Syracuse,
New York
|
$132K
|
+$130K
|
+4,820
|
New
|
|
|
20
|
Anchor Investment Management
Columbia,
South Carolina
|
$111K
|
–
|
–
|
–
|
|
|
21
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$101K
|
+$379
|
+14
|
+0.4%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$32K
|
-$447K
|
-16,515
|
-93%
|
|
|
23
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$19K
|
+$18.7K
|
+690
|
New
|
|
|
25
|
Retirement Group
San Diego,
California
|
$14K
|
+$13.4K
|
+497
|
New
|
|
