|
1
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$41.4M
|
-$1.64M
|
-69,652
|
-4%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$16.7M
|
+$509K
|
+21,557
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$2.8M
|
+118,604
|
+24%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$12.1M
|
-$333K
|
-14,110
|
-3%
|
|
|
5
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5.17M
|
+$145K
|
+6,153
|
+3%
|
|
|
6
|
TLWM Financial
San Antonio,
Texas
|
$3.41M
|
–
|
–
|
–
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.54M
|
+$73.2K
|
+3,100
|
+3%
|
|
|
8
|
|
$2.27M
|
-$3.4M
|
-144,136
|
-60%
|
|
|
9
|
|
$2.24M
|
+$1.66M
|
+70,276
|
+288%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$1.78M
|
+$1.78M
|
+75,407
|
New
|
|
|
11
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.36M
|
-$138K
|
-5,865
|
-9%
|
|
|
12
|
Wolverine Trading
Chicago,
Illinois
|
$1.09M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$740K
|
+$684K
|
+28,973
|
+1,233%
|
|
|
14
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$710K
|
+$83.8K
|
+3,550
|
+13%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$704K
|
+$23.3K
|
+986
|
+3%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$645K
|
+$606K
|
+25,660
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$608K
|
+$80.9K
|
+3,425
|
+15%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$587K
|
+$532K
|
+22,550
|
+989%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$252K
|
–
|
–
|
–
|
|
|
20
|
Archford Capital Strategies
Swansea,
Illinois
|
$123K
|
+$123K
|
+5,197
|
New
|
|
|
21
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$107K
|
+$107K
|
+4,525
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$83K
|
+$82.6K
|
+3,500
|
New
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
$39K
|
+$39.3K
|
+1,665
|
New
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35K
|
–
|
–
|
–
|
|
|
25
|
|
$25K
|
+$24.6K
|
+1,043
|
New
|
|
