|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$58.8M
|
+$3.6M
|
+146,569
|
+6%
|
|
|
2
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$35.6M
|
+$3.37M
|
+137,180
|
+10%
|
|
|
3
|
Krilogy Financial
St. Louis,
Missouri
|
$27.4M
|
-$545K
|
-22,177
|
-2%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$26.4M
|
+$10.9M
|
+444,647
|
+70%
|
|
|
5
|
|
$24.1M
|
+$1.61M
|
+65,707
|
+7%
|
|
|
6
|
Chatham Capital Group
Savannah,
Georgia
|
$16.3M
|
+$3.77M
|
+153,575
|
+30%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
+$4.66M
|
+189,586
|
+46%
|
|
|
8
|
PFG Private Wealth Management
Lutz,
Florida
|
$12.7M
|
+$12.1M
|
+492,749
|
New
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.84M
|
+$181K
|
+7,367
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.27M
|
+$5.04M
|
+205,347
|
+153%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.89M
|
+$395K
|
+16,091
|
+5%
|
|
|
12
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$7.62M
|
+$214K
|
+8,710
|
+3%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$6.52M
|
+$446K
|
+18,170
|
+7%
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
$4.81M
|
+$1.35M
|
+54,873
|
+39%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.35M
|
+$194K
|
+7,896
|
+5%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.81M
|
+$540K
|
+21,971
|
+16%
|
|
|
17
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.38M
|
-$12.3K
|
-499
|
-0.4%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$3.32M
|
+$1.34M
|
+54,525
|
+67%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$3.32M
|
+$289K
|
+11,755
|
+9%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.3M
|
+$679K
|
+27,633
|
+26%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
+$540
|
+22
|
+0%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$2.44M
|
+$492K
|
+20,018
|
+25%
|
|
|
23
|
Fagan Associates
Troy,
New York
|
$2.38M
|
+$241K
|
+9,810
|
+11%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$2.38M
|
+$2.4M
|
+97,575
|
New
|
|
|
25
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.28M
|
+$571K
|
+23,232
|
+33%
|
|
