|
1
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$36.7M
|
+$4.06M
|
+157,370
|
+12%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$23.6M
|
+$5.24M
|
+203,003
|
+28%
|
|
|
3
|
Summitry LLC
Foster City,
California
|
$22.1M
|
+$106K
|
+4,086
|
+0.5%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$14.5M
|
+$1.04M
|
+40,099
|
+8%
|
|
|
5
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$13M
|
+$983K
|
+38,078
|
+8%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$1.97M
|
+76,269
|
+22%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.86M
|
+$273K
|
+10,579
|
+3%
|
|
|
8
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$5.92M
|
-$92K
|
-3,562
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.96M
|
+$529K
|
+20,497
|
+12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.55M
|
+$4.59M
|
+177,618
|
New
|
|
|
11
|
|
$3.92M
|
-$109K
|
-4,221
|
-3%
|
|
|
12
|
Probity Advisors
Dallas,
Texas
|
$3.76M
|
+$932K
|
+36,092
|
+33%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.4M
|
+$3.11M
|
+120,468
|
+977%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$3.34M
|
+$242K
|
+9,357
|
+8%
|
|
|
15
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.29M
|
-$11.5K
|
-446
|
-0.3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$2.66M
|
+$7.67K
|
+297
|
+0.3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$2.57M
|
+99,390
|
New
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$2.44M
|
+$486K
|
+18,820
|
+25%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$1.92M
|
+$1.17M
|
+45,308
|
+153%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.49M
|
+$51.1K
|
+1,977
|
+4%
|
|
|
21
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$1.34M
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$73.5K
|
+2,845
|
+7%
|
|
|
23
|
Petros Family Wealth
Bloomington,
Minnesota
|
$1.05M
|
+$545K
|
+21,098
|
+105%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
+$306K
|
+11,834
|
+41%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$995K
|
-$413
|
-16
|
-0%
|
|
