|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$57.1M
|
-$1.1M
|
-45,637
|
-2%
|
|
|
2
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$43.8M
|
+$8.54M
|
+353,390
|
+24%
|
|
|
3
|
Krilogy Financial
St. Louis,
Missouri
|
$29.1M
|
+$2.04M
|
+84,227
|
+8%
|
|
|
4
|
|
$25.4M
|
+$1.56M
|
+64,487
|
+7%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$23.9M
|
-$2.26M
|
-93,465
|
-9%
|
|
|
6
|
Chatham Capital Group
Savannah,
Georgia
|
$16.9M
|
+$781K
|
+32,325
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$1.25M
|
+51,733
|
+9%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10M
|
+$266K
|
+10,997
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.61M
|
+$436K
|
+18,022
|
+5%
|
|
|
10
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$8.11M
|
+$565K
|
+23,367
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.9M
|
+$91.6K
|
+3,789
|
+1%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$7.69M
|
+$1.23M
|
+51,060
|
+19%
|
|
|
13
|
Probity Advisors
Dallas,
Texas
|
$5.89M
|
+$1.13M
|
+46,837
|
+24%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.33M
|
+$26.8K
|
+1,108
|
+0.6%
|
|
|
15
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.14M
|
+$798K
|
+33,033
|
+24%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$4.07M
|
+$294K
|
+12,166
|
+8%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$3.78M
|
+$491K
|
+20,326
|
+15%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$3.74M
|
+$457K
|
+18,912
|
+14%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.24M
|
+$170K
|
+7,054
|
+6%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.01M
|
-$259K
|
-10,713
|
-8%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$2.76M
|
+$349K
|
+14,424
|
+14%
|
|
|
22
|
Fagan Associates
Troy,
New York
|
$2.36M
|
-$1.21K
|
-50
|
-0.1%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$2.35M
|
–
|
–
|
–
|
|
|
24
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.35M
|
+$92K
|
+3,806
|
+4%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$2.19M
|
-$48.8K
|
-2,021
|
-2%
|
|
