|
1
|
Ameriprise
Minneapolis,
Minnesota
|
USD 65 M
|
-USD 10.6 M
|
-499,007
|
-14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 53.5 M
|
+USD 21.9 M
|
+1,028,476
|
+65%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
USD 39.7 M
|
+USD 6.86 M
|
+321,867
|
+20%
|
|
|
4
|
Cobblestone Capital Advisors
Rochester,
New York
|
USD 35.5 M
|
+USD 21.7 M
|
+1,018,629
|
+144%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
USD 27.9 M
|
-USD 3.66 M
|
-171,633
|
-11%
|
|
|
6
|
Gratus Capital
Atlanta,
Georgia
|
USD 17.6 M
|
+USD 1.4 M
|
+65,880
|
+8%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 15.4 M
|
+USD 8.22 M
|
+385,728
|
+106%
|
|
|
8
|
Pitcairn
Conshohocken,
Pennsylvania
|
USD 13.5 M
|
-USD 5.05 M
|
-236,937
|
-26%
|
|
|
9
|
TIAA CREF Trust
St Louis,
Missouri
|
USD 13.5 M
|
-USD 3.36 M
|
-157,923
|
-19%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
USD 12.8 M
|
+USD 1.62 M
|
+75,970
|
+14%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 11.8 M
|
+USD 783 k
|
+36,754
|
+7%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
USD 8.07 M
|
+USD 920 k
|
+43,177
|
+12%
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
USD 7.4 M
|
+USD 3.44 M
|
+161,472
|
+81%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
USD 7.35 M
|
+USD 1.44 M
|
+67,698
|
+23%
|
|
|
15
|
Homrich & Berg
Atlanta,
Georgia
|
USD 6.96 M
|
+USD 5.31 M
|
+249,351
|
+278%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
USD 5.66 M
|
+USD 2.99 M
|
+140,190
|
+104%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
USD 5.28 M
|
+USD 1.75 M
|
+82,206
|
+47%
|
|
|
18
|
Lenox Wealth Advisors
New York
|
USD 4.94 M
|
+USD 1.31 M
|
+61,291
|
+34%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 4.51 M
|
+USD 36 k
|
+1,689
|
+0.8%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
USD 4.48 M
|
+USD 3.79 M
|
+178,129
|
+446%
|
|
|
21
|
LPL Financial
San Diego,
California
|
USD 4.06 M
|
+USD 1.38 M
|
+64,802
|
+47%
|
|
|
22
|
Citizens Financial Group
Providence,
Rhode Island
|
USD 3.51 M
|
+USD 3.18 M
|
+149,280
|
Nuevas
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
USD 3.22 M
|
+USD 389 k
|
+18,270
|
+13%
|
|
|
24
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
USD 2.85 M
|
-USD 42 k
|
-1,972
|
-1%
|
|
|
25
|
Courage Miller Partners
Norfolk,
Virginia
|
USD 2.8 M
|
+USD 92.9 k
|
+4,360
|
+3%
|
|
