|
1
|
Ameriprise
Minneapolis,
Minnesota
|
USD 48.5 M
|
-USD 15.7 M
|
-806,052
|
-25%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
USD 32.6 M
|
-USD 6.76 M
|
-348,130
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 31.4 M
|
-USD 20.9 M
|
-1,077,790
|
-41%
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
USD 31.2 M
|
+USD 3.1 M
|
+159,537
|
+12%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 16.2 M
|
+USD 762 k
|
+39,257
|
+5%
|
|
|
6
|
TIAA CREF Trust
St Louis,
Missouri
|
USD 13.4 M
|
-USD 66.2 k
|
-3,407
|
-0.5%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
USD 13 M
|
+USD 223 k
|
+11,495
|
+2%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 11.6 M
|
-USD 161 k
|
-8,278
|
-1%
|
|
|
9
|
Pitcairn
Conshohocken,
Pennsylvania
|
USD 11.6 M
|
-USD 1.88 M
|
-96,588
|
-15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
USD 8.87 M
|
+USD 1.43 M
|
+73,893
|
+21%
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
USD 8.28 M
|
+USD 197 k
|
+10,167
|
+3%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
USD 7.13 M
|
+USD 2.51 M
|
+129,119
|
+59%
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
USD 6.94 M
|
-USD 438 k
|
-22,535
|
-6%
|
|
|
14
|
Cobblestone Capital Advisors
Rochester,
New York
|
USD 6.88 M
|
-USD 27 M
|
-1,392,633
|
-81%
|
|
|
15
|
Horizon Investments
Charlotte,
North Carolina
|
USD 6.56 M
|
+USD 851 k
|
+43,807
|
+16%
|
|
|
16
|
Lenox Wealth Advisors
New York
|
USD 5.96 M
|
+USD 965 k
|
+49,706
|
+21%
|
|
|
17
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
USD 5.18 M
|
+USD 4.9 M
|
+252,447
|
Nuevas
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 4.74 M
|
+USD 211 k
|
+10,864
|
+5%
|
|
|
19
|
Gratus Capital
Atlanta,
Georgia
|
USD 4.33 M
|
-USD 12.5 M
|
-646,107
|
-75%
|
|
|
20
|
FDx Advisors
Chicago,
Illinois
|
USD 3.56 M
|
+USD 791 k
|
+40,744
|
+31%
|
|
|
21
|
Citizens Financial Group
Providence,
Rhode Island
|
USD 3.36 M
|
+USD 274 k
|
+14,124
|
+9%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
USD 3.22 M
|
+USD 396 k
|
+20,406
|
+15%
|
|
|
23
|
Voya Financial Advisors
Windsor,
Connecticut
|
USD 3.19 M
|
+USD 457 k
|
+23,541
|
+18%
|
|
|
24
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
USD 2.86 M
|
+USD 5.09 k
|
+262
|
+0.2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
USD 2.69 M
|
-USD 1.29 M
|
-66,266
|
-33%
|
|
