|
1
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.5M
|
+$11.5M
|
+531,038
|
New
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.09M
|
-$950K
|
-43,962
|
-10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.97M
|
+$4.97M
|
+230,049
|
+185,523%
|
|
|
4
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.82M
|
+$1.82M
|
+84,252
|
New
|
|
|
5
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.73M
|
+$1.73M
|
+79,920
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$1.69M
|
-$3.71M
|
-171,673
|
-69%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.48M
|
-$9.1K
|
-421
|
-0.6%
|
|
|
8
|
|
$911K
|
-$1.3M
|
-60,314
|
-59%
|
|
|
9
|
Equitable Holdings
New York
|
$899K
|
+$129K
|
+5,990
|
+17%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$732K
|
+$733K
|
+33,904
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$518K
|
+$519K
|
+24,015
|
New
|
|
|
12
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$484K
|
+$58.5K
|
+2,707
|
+14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$418K
|
+$76.5K
|
+3,541
|
+22%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$290K
|
-$412K
|
-19,084
|
-59%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$231K
|
+$20.5K
|
+950
|
+10%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$190K
|
+$190K
|
+8,803
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$160K
|
+$116K
|
+5,371
|
+263%
|
|
|
18
|
|
$122K
|
–
|
–
|
–
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$81.2K
|
+$81.3K
|
+3,763
|
New
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$65K
|
-$3.28M
|
-151,562
|
-98%
|
|
|
21
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$61.1K
|
+$61.2K
|
+2,830
|
New
|
|
|
22
|
TD Capital Management
Memphis,
Tennessee
|
$40K
|
+$40K
|
+1,852
|
New
|
|
|
23
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$32K
|
-$180K
|
-8,313
|
-85%
|
|
|
24
|
First National Bank of South Miami
South Miami,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
25
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$21.6K
|
+$21.6K
|
+1,000
|
New
|
|
