|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.6M
|
+$44.9K
|
+1,706
|
+0.3%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$10.8M
|
-$3.24M
|
-123,069
|
-24%
|
|
|
3
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.3M
|
-$512K
|
-19,449
|
-14%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$3.28M
|
+$233K
|
+8,857
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
+$195K
|
+7,423
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.81M
|
+$2.51M
|
+95,471
|
+1,212%
|
|
|
7
|
|
$2.43M
|
+$2.19M
|
+83,134
|
+1,304%
|
|
|
8
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.88M
|
+$1.83M
|
+69,349
|
New
|
|
|
9
|
|
$1.59M
|
+$694K
|
+26,372
|
+82%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
+$1.22M
|
+46,448
|
+470%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
+$501K
|
+19,016
|
+77%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$576K
|
+$68.8K
|
+2,613
|
+14%
|
|
|
13
|
Bank of New York Mellon
New York
|
$548K
|
+$273K
|
+10,369
|
+106%
|
|
|
14
|
Boston Advisors
Boston,
Massachusetts
|
$524K
|
+$23.5K
|
+893
|
+5%
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$328K
|
+$208K
|
+7,905
|
+190%
|
|
|
16
|
HMS Capital Management
Nashville,
Tennessee
|
$320K
|
+$30.2K
|
+1,146
|
+11%
|
|
|
17
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$287K
|
+$268K
|
+10,175
|
+2,544%
|
|
|
18
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$260K
|
+$252K
|
+9,571
|
New
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$255K
|
+$141K
|
+5,366
|
+131%
|
|
|
20
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$249K
|
-$96.1K
|
-3,649
|
-28%
|
|
|
21
|
Archford Capital Strategies
Swansea,
Illinois
|
$245K
|
+$42.6K
|
+1,619
|
+22%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$133K
|
-$25.1K
|
-953
|
-16%
|
|
|
23
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$66K
|
+$64.2K
|
+2,440
|
New
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
+$63.2K
|
+2,400
|
New
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$23.2K
|
–
|
–
|
–
|
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