|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$56.9M
|
-$1.96M
|
-81,219
|
-3%
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$32.1M
|
+$501K
|
+20,724
|
+2%
|
|
|
3
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$22.8M
|
+$4.8M
|
+198,561
|
+27%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$21.5M
|
+$579K
|
+23,916
|
+3%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$17M
|
-$153K
|
-6,308
|
-0.9%
|
|
|
6
|
|
$14.9M
|
+$6.58M
|
+271,974
|
+81%
|
|
|
7
|
Chatham Capital Group
Savannah,
Georgia
|
$11.6M
|
+$7.89M
|
+326,165
|
+220%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$930K
|
+38,433
|
+10%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.61M
|
+$153K
|
+6,319
|
+2%
|
|
|
10
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$6.97M
|
+$288K
|
+11,898
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.95M
|
-$2.49M
|
-102,815
|
-30%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.96M
|
-$2.08M
|
-86,136
|
-30%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$3.91M
|
+$279K
|
+11,551
|
+8%
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
$3.57M
|
+$214K
|
+8,835
|
+6%
|
|
|
15
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.23M
|
+$142K
|
+5,883
|
+5%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.11M
|
-$119K
|
-4,931
|
-4%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$2.53M
|
+$167K
|
+6,918
|
+7%
|
|
|
18
|
Equitable Holdings
New York
|
$2.48M
|
+$596K
|
+24,654
|
+32%
|
|
|
19
|
Snowden Capital Advisors
New York
|
$2.03M
|
–
|
–
|
–
|
|
|
20
|
Fagan Associates
Troy,
New York
|
$1.97M
|
+$198K
|
+8,185
|
+11%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$1.75M
|
-$131K
|
-5,421
|
-7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.59M
|
-$43.4K
|
-1,792
|
-3%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$1.44M
|
-$10K
|
-414
|
-0.7%
|
|
|
24
|
Keeler Thomas Management
Orem,
Utah
|
$1.33M
|
+$261K
|
+10,796
|
+25%
|
|
|
25
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.2M
|
–
|
–
|
–
|
|
