|
1
|
Ronald Blue & Co
Roswell,
Georgia
|
$415M
|
+$400M
|
+9,251,491
|
+55,438%
|
|
|
2
|
BlackRock Institutional Trust
San Francisco,
California
|
$122M
|
+$1.48M
|
+34,131
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$96.8M
|
+$14.9M
|
+344,762
|
+19%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$33.8M
|
+$1.43M
|
+33,092
|
+5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$27.2M
|
+$26.3M
|
+607,826
|
New
|
|
|
6
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$27M
|
+$799K
|
+18,477
|
+3%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$21M
|
+$553K
|
+12,797
|
+3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$19.7M
|
+$64.2K
|
+1,486
|
+0.3%
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$17.1M
|
-$95.2K
|
-2,203
|
-0.6%
|
|
|
10
|
|
$16.6M
|
-$11.7M
|
-269,699
|
-42%
|
|
|
11
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$12.7M
|
+$7.04M
|
+163,000
|
+136%
|
|
|
12
|
|
$12.5M
|
+$3.81M
|
+88,244
|
+46%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$920K
|
+21,295
|
+9%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.2M
|
-$301K
|
-6,970
|
-3%
|
|
|
15
|
Hugh Johnson Advisors
Albany,
New York
|
$9.42M
|
+$9.08M
|
+210,074
|
New
|
|
|
16
|
Regions Financial Corp
Birmingham,
Alabama
|
$9.3M
|
+$112K
|
+2,583
|
+1%
|
|
|
17
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$8.96M
|
–
|
–
|
–
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$8.28M
|
–
|
–
|
–
|
|
|
19
|
Veritable
Wilmington,
Delaware
|
$7.3M
|
+$348K
|
+8,051
|
+5%
|
|
|
20
|
Martin & Co
Knoxville,
Tennessee
|
$6.9M
|
+$43.6K
|
+1,010
|
+0.7%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$6.84M
|
-$1.5M
|
-34,767
|
-19%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$6.68M
|
-$256K
|
-5,912
|
-4%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.52M
|
+$2.34M
|
+54,145
|
+78%
|
|
|
24
|
Columbia Capital
Fullerton,
California
|
$5.2M
|
+$82.2K
|
+1,901
|
+2%
|
|
|
25
|
American International Group
New York
|
$4.94M
|
-$446K
|
-10,316
|
-9%
|
|
