|
1
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$46.9M
|
+$10.6M
|
+418,936
|
+29%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$24.5M
|
+$1.17M
|
+45,923
|
+5%
|
|
|
3
|
Summitry LLC
Foster City,
California
|
$22.3M
|
+$385K
|
+15,130
|
+2%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$19.9M
|
+$5.56M
|
+218,560
|
+39%
|
|
|
5
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$18.4M
|
+$5.53M
|
+217,476
|
+43%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.7M
|
+$944K
|
+37,159
|
+10%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$5.64M
|
-$225K
|
-8,868
|
-4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.3M
|
+$386K
|
+15,187
|
+8%
|
|
|
9
|
|
$4.67M
|
+$784K
|
+30,832
|
+20%
|
|
|
10
|
Probity Advisors
Dallas,
Texas
|
$4.43M
|
+$707K
|
+27,817
|
+19%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$4.36M
|
-$169K
|
-6,644
|
-4%
|
|
|
12
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.05M
|
+$800K
|
+31,463
|
+25%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$3.77M
|
+$463K
|
+18,228
|
+14%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
+$37.4K
|
+1,470
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.16M
|
-$7.57M
|
-298,012
|
-71%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.9M
|
+$378K
|
+14,857
|
+15%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$2.76M
|
+$345K
|
+13,568
|
+14%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.67M
|
+$35.6K
|
+1,401
|
+1%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$2.04M
|
+$141K
|
+5,557
|
+7%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.48M
|
+$1.04K
|
+41
|
+0.1%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.4M
|
+$1.4M
|
+55,149
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.39M
|
+$362K
|
+14,229
|
+35%
|
|
|
23
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$1.33M
|
–
|
–
|
–
|
|
|
24
|
Bell Investment Advisors
Oakland,
California
|
$1.31M
|
+$1.31M
|
+51,498
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
+$217K
|
+8,547
|
+21%
|
|
