|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.9M
|
-$85K
|
-3,561
|
-0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$4.32M
|
+180,742
|
+46%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$12.4M
|
+$18.6K
|
+777
|
+0.1%
|
|
|
4
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$11.1M
|
+$1M
|
+42,002
|
+10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.52M
|
+$1.19M
|
+49,989
|
+16%
|
|
|
6
|
|
$2.99M
|
+$974K
|
+40,768
|
+48%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.63M
|
+$183K
|
+7,656
|
+7%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.53M
|
+$91.6K
|
+3,834
|
+4%
|
|
|
9
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.44M
|
-$219K
|
-9,153
|
-13%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$1.11M
|
+$581K
|
+24,325
|
+108%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$904K
|
+$358K
|
+15,001
|
+65%
|
|
|
12
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$880K
|
+$120K
|
+5,020
|
+16%
|
|
|
13
|
TLWM Financial
San Antonio,
Texas
|
$850K
|
–
|
–
|
–
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$839K
|
+$125K
|
+5,223
|
+17%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$693K
|
+$699K
|
+29,276
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$470K
|
+$474K
|
+19,868
|
New
|
|
|
17
|
Wolverine Trading
Chicago,
Illinois
|
$446K
|
+$7.07K
|
+296
|
+2%
|
|
|
18
|
|
$389K
|
-$319K
|
-13,374
|
-45%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$257K
|
+$259K
|
+10,862
|
New
|
|
|
20
|
Oppenheimer Asset Management
New York
|
$212K
|
-$13.3K
|
-559
|
-6%
|
|
|
21
|
Proficio Capital Partners
Newton,
Massachusetts
|
$199K
|
+$184K
|
+7,695
|
+1,090%
|
|
|
22
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$166K
|
–
|
–
|
–
|
|
|
23
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$147K
|
+$102K
|
+4,268
|
+219%
|
|
|
24
|
Archford Capital Strategies
Swansea,
Illinois
|
$146K
|
+$142K
|
+5,955
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63K
|
+$59.1K
|
+2,476
|
+1,492%
|
|
