|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.82M
|
+$4.84M
|
+185,093
|
New
|
|
|
2
|
|
$3.61M
|
+$1.54M
|
+58,873
|
+74%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
+$37.2K
|
+1,422
|
+3%
|
|
|
4
|
Prism Advisors
Studio City,
California
|
$847K
|
+$444K
|
+16,987
|
+109%
|
|
|
5
|
|
$730K
|
+$597K
|
+22,839
|
+439%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$600K
|
-$754K
|
-28,839
|
-56%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$532K
|
+$332K
|
+12,693
|
+164%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$517K
|
+$8.81K
|
+337
|
+2%
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$461K
|
+$46.2K
|
+1,767
|
+11%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$446K
|
+$458K
|
+17,499
|
New
|
|
|
11
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$312K
|
+$314K
|
+12,000
|
New
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$306K
|
+$308K
|
+11,762
|
New
|
|
|
13
|
Regions Financial Corp
Birmingham,
Alabama
|
$244K
|
-$4.03K
|
-154
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$231K
|
+$79.2K
|
+3,027
|
+52%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$202K
|
+$158K
|
+6,051
|
+354%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$151K
|
+$144K
|
+5,506
|
+1,932%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$138K
|
+$1.1K
|
+42
|
+0.8%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$65K
|
+$13.1K
|
+500
|
+25%
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$58K
|
+$26.2K
|
+1,000
|
+80%
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$21K
|
+$20.8K
|
+795
|
New
|
|
|
21
|
TimeScale Financial
Danvers,
Massachusetts
|
$15K
|
+$16K
|
+610
|
New
|
|
|
22
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$4K
|
+$4.03K
|
+154
|
New
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$471K
|
-18,093
|
Closed
|
|
