|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$9.89M
|
+$9.88M
|
+378,178
|
New
|
|
|
2
|
|
$2.03M
|
+$1.4M
|
+53,721
|
+226%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.26M
|
+$734K
|
+28,096
|
+141%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$996K
|
–
|
–
|
–
|
|
|
5
|
Flow Traders U.S.
New York
|
$625K
|
+$624K
|
+23,889
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$416K
|
+$82.6K
|
+3,163
|
+25%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$391K
|
+$391K
|
+14,962
|
New
|
|
|
8
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$333K
|
+$313K
|
+12,000
|
New
|
|
|
9
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$266K
|
+$266K
|
+10,178
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$229K
|
+$229K
|
+8,758
|
New
|
|
|
11
|
Capital One National Association
New York
|
$202K
|
+$202K
|
+7,715
|
New
|
|
|
12
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$137K
|
-$6.32K
|
-242
|
-4%
|
|
|
13
|
|
$125K
|
+$125K
|
+4,800
|
New
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$52K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$44K
|
+$44.3K
|
+1,697
|
New
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$16K
|
+$17K
|
+650
|
New
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$8K
|
+$7.6K
|
+291
|
New
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$5.06M
|
-193,119
|
Closed
|
|
|
19
|
Benjamin Edwards Inc
Clayton,
Missouri
|
–
|
-$2K
|
-71
|
Closed
|
|
