|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.1M
|
+$86.1K
|
+3,437
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.51M
|
+$2.31M
|
+92,085
|
+202%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.01M
|
+$397K
|
+15,829
|
+25%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
+$1.32M
|
+52,606
|
New
|
|
|
5
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$728K
|
+$717K
|
+28,596
|
New
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$727K
|
+$252K
|
+10,044
|
+54%
|
|
|
7
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$687K
|
+$677K
|
+27,000
|
New
|
|
|
8
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$611K
|
+$602K
|
+24,010
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$608K
|
+$598K
|
+23,873
|
New
|
|
|
10
|
WrapManager Inc
Mill Valley,
California
|
$594K
|
+$585K
|
+23,332
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$560K
|
+$175K
|
+7,000
|
+47%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$514K
|
-$25.4K
|
-1,014
|
-5%
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$484K
|
+$476K
|
+19,000
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$351K
|
+$346K
|
+13,804
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$340K
|
+$335K
|
+13,352
|
New
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$333K
|
+$328K
|
+13,097
|
New
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$268K
|
-$12.4K
|
-494
|
-4%
|
|
|
18
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$260K
|
+$205K
|
+8,185
|
+403%
|
|
|
19
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$260K
|
+$256K
|
+10,215
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$253K
|
–
|
–
|
–
|
|
|
21
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$245K
|
+$242K
|
+9,640
|
New
|
|
|
22
|
Bank of New York Mellon
New York
|
$238K
|
-$793K
|
-31,651
|
-77%
|
|
|
23
|
Ausdal Financial Partners
Davenport,
Iowa
|
$231K
|
+$227K
|
+9,067
|
New
|
|
|
24
|
Managed Account Services
Coconut Grove,
Florida
|
$205K
|
+$201K
|
+8,029
|
New
|
|
|
25
|
Sandy Spring Bank
Olney,
Maryland
|
$185K
|
-$37.6K
|
-1,500
|
-17%
|
|
