|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.77M
|
+$3.8M
|
+146,062
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.27M
|
-$1.04M
|
-39,878
|
-45%
|
|
|
3
|
|
$1.11M
|
-$1.03M
|
-39,451
|
-48%
|
|
|
4
|
Lee Financial
Dallas,
Texas
|
$993K
|
–
|
–
|
–
|
|
|
5
|
Central Trust Company
Jefferson City,
Missouri
|
$850K
|
+$439K
|
+16,850
|
+105%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$685K
|
+$483K
|
+18,551
|
+232%
|
|
|
7
|
|
$653K
|
+$524K
|
+20,104
|
+387%
|
|
|
8
|
Prism Advisors
Studio City,
California
|
$615K
|
+$395K
|
+15,166
|
+175%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$376K
|
+$379K
|
+14,558
|
New
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$376K
|
+$386K
|
+14,810
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$364K
|
+$323K
|
+12,395
|
+724%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$340K
|
+$192K
|
+7,360
|
+126%
|
|
|
13
|
Capital One Financial
Mclean,
Virginia
|
$335K
|
+$339K
|
+12,998
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$325K
|
+$38.5K
|
+1,480
|
+13%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$311K
|
+$5.37K
|
+206
|
+2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$294K
|
+$297K
|
+11,414
|
New
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$254K
|
-$3.8K
|
-146
|
-1%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$206K
|
–
|
–
|
–
|
|
|
19
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$206K
|
+$208K
|
+8,000
|
New
|
|
|
20
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$164K
|
–
|
–
|
–
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$147K
|
+$8.02K
|
+308
|
+6%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$138K
|
+$1.49K
|
+57
|
+1%
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
$81K
|
+$82.2K
|
+3,155
|
New
|
|
|
24
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$70K
|
+$7.81K
|
+300
|
+12%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$51K
|
+$51K
|
+1,958
|
New
|
|
