|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$55.6M
|
-$95.6K
|
-3,870
|
-0.2%
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$32.6M
|
-$176K
|
-7,118
|
-0.5%
|
|
|
3
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$32.5M
|
+$6.42M
|
+259,627
|
+24%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$28.1M
|
+$2.11M
|
+85,366
|
+8%
|
|
|
5
|
|
$22.7M
|
+$1.47M
|
+59,411
|
+7%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.6M
|
-$979K
|
-39,615
|
-6%
|
|
|
7
|
Chatham Capital Group
Savannah,
Georgia
|
$12.7M
|
+$544K
|
+22,000
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
-$1.31M
|
-52,975
|
-11%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.72M
|
+$125K
|
+5,059
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.55M
|
-$56.9K
|
-2,301
|
-0.7%
|
|
|
11
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$7.46M
|
+$211K
|
+8,552
|
+3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$6.12M
|
+$1.59M
|
+64,472
|
+35%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.19M
|
-$1.59M
|
-64,449
|
-27%
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
$3.49M
|
-$86K
|
-3,479
|
-2%
|
|
|
15
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.41M
|
+$102K
|
+4,115
|
+3%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.3M
|
+$81.4K
|
+3,293
|
+3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
+$729K
|
+29,494
|
+28%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.12M
|
+$1.57M
|
+63,508
|
+100%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$3.05M
|
+$489K
|
+19,779
|
+19%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$2.65M
|
+$58.8K
|
+2,379
|
+2%
|
|
|
21
|
PFG Advisors
Phoenix,
Arizona
|
$2.57M
|
+$1.44M
|
+58,306
|
+126%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$2.24M
|
+$422K
|
+17,089
|
+23%
|
|
|
23
|
Fagan Associates
Troy,
New York
|
$2.16M
|
+$133K
|
+5,395
|
+7%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$2.03M
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.01M
|
+$376K
|
+15,216
|
+23%
|
|
