|
1
|
Ronald Blue & Co
Roswell,
Georgia
|
$147M
|
-$281M
|
-6,113,089
|
-66%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$10.1M
|
+219,072
|
+10%
|
|
|
3
|
Horizon Investments
Charlotte,
North Carolina
|
$64.6M
|
+$63.5M
|
+1,384,697
|
New
|
|
|
4
|
Managed Account Advisors
Jersey City,
New Jersey
|
$56.4M
|
+$48.5M
|
+1,056,915
|
+693%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$35.6M
|
+$451K
|
+9,824
|
+1%
|
|
|
6
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$28.6M
|
+$470K
|
+10,234
|
+2%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$28.1M
|
-$279K
|
-6,085
|
-1%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$22.8M
|
+$986K
|
+21,485
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
+$16.8M
|
+365,618
|
+334%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$20.9M
|
+$446K
|
+9,722
|
+2%
|
|
|
11
|
RiverFront Investment Group
Richmond,
Virginia
|
$18.2M
|
+$429K
|
+9,341
|
+2%
|
|
|
12
|
|
$16.3M
|
+$3.15M
|
+68,556
|
+25%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.5M
|
+$2.88M
|
+62,690
|
+28%
|
|
|
14
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$13.2M
|
–
|
–
|
–
|
|
|
15
|
|
$12.7M
|
-$4.52M
|
-98,571
|
-27%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$263K
|
+5,731
|
+2%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$10M
|
+$1.37M
|
+29,842
|
+16%
|
|
|
18
|
Hugh Johnson Advisors
Albany,
New York
|
$9.94M
|
+$128K
|
+2,795
|
+1%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$9.74M
|
+$55.8K
|
+1,216
|
+0.6%
|
|
|
20
|
Nuveen
Charlotte,
North Carolina
|
$9.37M
|
+$7.2M
|
+156,970
|
+358%
|
|
|
21
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$9.33M
|
–
|
–
|
–
|
|
|
22
|
Martin & Co
Knoxville,
Tennessee
|
$7.23M
|
+$44.7K
|
+975
|
+0.6%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$6.75M
|
-$210K
|
-4,579
|
-3%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$6.67M
|
+$2.06M
|
+44,939
|
+46%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.43M
|
+$673K
|
+14,660
|
+12%
|
|
