|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.92M
|
+$4.6M
|
+182,396
|
+1,278%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.58M
|
+$1.48M
|
+58,559
|
+1,277%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.14M
|
+$1.03M
|
+40,674
|
+818%
|
|
|
4
|
Bank of New York Mellon
New York
|
$1.03M
|
+$1.03M
|
+41,000
|
New
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$531K
|
+$109K
|
+4,315
|
+26%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$463K
|
+$190K
|
+7,527
|
+69%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$375K
|
+$378K
|
+15,000
|
New
|
|
|
8
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$276K
|
+$12.4K
|
+491
|
+5%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$249K
|
+$251K
|
+9,945
|
New
|
|
|
10
|
Sandy Spring Bank
Olney,
Maryland
|
$219K
|
+$68.4K
|
+2,715
|
+45%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$150K
|
+$151K
|
+5,974
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
-$1.59K
|
-63
|
-2%
|
|
|
13
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$50K
|
+$51.2K
|
+2,030
|
New
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$45K
|
–
|
–
|
–
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$35K
|
+$35.3K
|
+1,400
|
New
|
|
|
16
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$25K
|
–
|
–
|
–
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
-$11.1K
|
-440
|
-67%
|
|
|
19
|
|
$3K
|
+$1.51K
|
+60
|
+105%
|
|
|
20
|
|
–
|
-$874K
|
-34,687
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$800K
|
-31,737
|
Closed
|
|
|
22
|
|
–
|
-$367K
|
-14,562
|
Closed
|
|
|
23
|
|
–
|
-$39K
|
-1,565
|
Closed
|
|
