|
1
|
Wells Fargo
San Francisco,
California
|
$38.1M
|
+$35M
|
+1,572,542
|
+1,111%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$31.1M
|
+$31.1M
|
+1,399,777
|
New
|
|
|
3
|
|
$11.6M
|
+$11.6M
|
+520,000
|
New
|
|
|
4
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$10M
|
+$10M
|
+450,022
|
New
|
|
|
5
|
|
$8.86M
|
+$6.39M
|
+287,147
|
+259%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.78M
|
+$8.12M
|
+364,885
|
+1,230%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.7M
|
-$8.52M
|
-383,000
|
-60%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$4.33M
|
+$4.33M
|
+194,633
|
New
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$3.09M
|
+$1.86M
|
+83,500
|
+151%
|
|
|
10
|
Flow Traders U.S.
New York
|
$2.48M
|
+$2.48M
|
+111,652
|
New
|
|
|
11
|
Royal Harbor Partners
Houston,
Texas
|
$2.39M
|
+$190K
|
+8,546
|
+9%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
+$431K
|
+19,355
|
+29%
|
|
|
13
|
|
$1.55M
|
+$1.46M
|
+65,594
|
+1,523%
|
|
|
14
|
Park Avenue Securities
New York
|
$1.43M
|
+$199K
|
+8,960
|
+16%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
+$1.26M
|
+56,596
|
New
|
|
|
16
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.03M
|
+$1.03M
|
+46,158
|
New
|
|
|
17
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$929K
|
+$929K
|
+41,742
|
New
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$811K
|
+$811K
|
+36,444
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$643K
|
+$643K
|
+28,883
|
New
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$616K
|
-$17.5M
|
-786,295
|
-97%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$488K
|
+$56.3K
|
+2,533
|
+13%
|
|
|
22
|
Denver PWM
Denver,
Colorado
|
$450K
|
+$450K
|
+20,242
|
New
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$438K
|
+$438K
|
+19,684
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$320K
|
+$302K
|
+13,562
|
+1,553%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$291K
|
+$291K
|
+13,080
|
New
|
|
