|
1
|
Ameriprise
Minneapolis,
Minnesota
|
USD 59 M
|
+USD 35.7 M
|
+1,691,552
|
+150%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 50.3 M
|
+USD 17.6 M
|
+831,399
|
+53%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 42.5 M
|
+USD 30.1 M
|
+1,425,128
|
+231%
|
|
|
4
|
Stadion Money Management
Watkinsville,
Georgia
|
USD 34.3 M
|
+USD 24.9 M
|
+1,177,750
|
+258%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
USD 34 M
|
-USD 944 k
|
-44,696
|
-3%
|
|
|
6
|
TIAA CREF Trust
St Louis,
Missouri
|
USD 27.2 M
|
+USD 8.09 M
|
+383,330
|
+42%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
USD 19.8 M
|
+USD 8.46 M
|
+400,843
|
+74%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 13.2 M
|
+USD 1.48 M
|
+69,925
|
+13%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
USD 11 M
|
-USD 2.08 M
|
-98,609
|
-16%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
USD 10.7 M
|
-USD 1.83 M
|
-86,841
|
-15%
|
|
|
11
|
Freestone Capital Holdings
Seattle,
Washington
|
USD 10.3 M
|
+USD 10.4 M
|
+492,173
|
Nuevas
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
USD 9.19 M
|
+USD 7.85 M
|
+372,013
|
+565%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
USD 9.08 M
|
+USD 801 k
|
+37,961
|
+10%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
USD 8.26 M
|
+USD 879 k
|
+41,650
|
+12%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
USD 8 M
|
+USD 506 k
|
+23,988
|
+7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
USD 7.24 M
|
+USD 6.25 k
|
+296
|
+0.1%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
USD 6.31 M
|
-USD 1.06 M
|
-50,229
|
-14%
|
|
|
18
|
Lenox Wealth Advisors
New York
|
USD 5.94 M
|
+USD 250 k
|
+11,839
|
+4%
|
|
|
19
|
Strid Group
Newtown Square,
Pennsylvania
|
USD 5.68 M
|
+USD 4.91 M
|
+232,813
|
+619%
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
USD 4.91 M
|
-USD 70.6 k
|
-3,342
|
-1%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 4.59 M
|
-USD 457 k
|
-21,633
|
-9%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
USD 3.71 M
|
+USD 283 k
|
+13,382
|
+8%
|
|
|
23
|
Domani Wealth
Lancaster,
Pennsylvania
|
USD 3.69 M
|
+USD 2.73 M
|
+129,484
|
+280%
|
|
|
24
|
Gratus Capital
Atlanta,
Georgia
|
USD 3.66 M
|
-USD 183 k
|
-8,661
|
-5%
|
|
|
25
|
Citizens Financial Group
Providence,
Rhode Island
|
USD 3.38 M
|
-USD 108 k
|
-5,130
|
-3%
|
|
