|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$17.9M
|
+$1.04M
|
+40,683
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$2.23M
|
+87,445
|
+20%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.12M
|
+$2.81M
|
+110,329
|
+115%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$3.98M
|
+$4.09M
|
+160,589
|
New
|
|
|
5
|
4Thought Financial Group
Syosset,
New York
|
$3.42M
|
+$3.51M
|
+137,878
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$2.32M
|
+$77.1K
|
+3,031
|
+3%
|
|
|
7
|
Bank of New York Mellon
New York
|
$1.71M
|
+$271K
|
+10,667
|
+18%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$1.04M
|
+40,908
|
+225%
|
|
|
9
|
|
$1.24M
|
-$6.36M
|
-250,000
|
-83%
|
|
|
10
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$779K
|
+$800K
|
+31,436
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$721K
|
–
|
–
|
–
|
|
|
12
|
|
$602K
|
-$932K
|
-36,625
|
-60%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$568K
|
+$409K
|
+16,055
|
+233%
|
|
|
14
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$559K
|
+$574K
|
+22,567
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$548K
|
+$563K
|
+22,125
|
New
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$513K
|
+$91.6K
|
+3,601
|
+21%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$310K
|
+$262K
|
+10,290
|
+460%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$285K
|
+$293K
|
+11,520
|
New
|
|
|
19
|
Farmers National Bank
Danville,
Kentucky
|
$261K
|
+$268K
|
+10,526
|
New
|
|
|
20
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$210K
|
+$27K
|
+1,060
|
+14%
|
|
|
21
|
Arrow Financial
Glens Falls,
New York
|
$202K
|
+$76.6K
|
+3,011
|
+58%
|
|
|
22
|
Retirement Group
San Diego,
California
|
$100K
|
+$1.53K
|
+60
|
+2%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$48K
|
–
|
–
|
–
|
|
|
24
|
|
$31K
|
+$31.9K
|
+1,255
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$30K
|
-$3.31K
|
-130
|
-10%
|
|
