|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$26.2M
|
+$5.94M
|
+236,662
|
+29%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$25.7M
|
+$22.7M
|
+904,167
|
+756%
|
|
|
3
|
Summitry LLC
Foster City,
California
|
$25.6M
|
+$524K
|
+20,892
|
+2%
|
|
|
4
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$24.3M
|
+$21.8M
|
+868,597
|
+868%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$19.5M
|
+$19.5M
|
+775,439
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.5M
|
+$551K
|
+21,955
|
+8%
|
|
|
7
|
|
$5.04M
|
-$872K
|
-34,752
|
-15%
|
|
|
8
|
Probity Advisors
Dallas,
Texas
|
$4.46M
|
+$986K
|
+39,291
|
+28%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.99M
|
-$396K
|
-15,780
|
-9%
|
|
|
10
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.96M
|
+$800K
|
+31,911
|
+25%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
+$38.3K
|
+1,525
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.97M
|
+$663K
|
+26,434
|
+29%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$2.73M
|
+$463K
|
+18,450
|
+20%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.82M
|
+$1.82M
|
+72,516
|
New
|
|
|
15
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.56M
|
+$1.04M
|
+41,406
|
+200%
|
|
|
16
|
Bell Investment Advisors
Oakland,
California
|
$1.46M
|
-$1.19M
|
-47,250
|
-45%
|
|
|
17
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.34M
|
+$29.6K
|
+1,181
|
+2%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$492K
|
+19,630
|
+69%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$1.06M
|
-$25.7K
|
-1,025
|
-2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$913K
|
+$32.9K
|
+1,312
|
+4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$885K
|
+$758K
|
+30,231
|
+594%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$870K
|
+$870K
|
+34,678
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$647K
|
+$438K
|
+17,464
|
+210%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$550K
|
+$228K
|
+9,070
|
+71%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$449K
|
–
|
–
|
–
|
|
