|
1
|
Bank of America
Charlotte,
North Carolina
|
$80.2M
|
-$29.8M
|
-655,296
|
-28%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$70.8M
|
-$74.3M
|
-1,634,083
|
-52%
|
|
|
3
|
Horizon Investments
Charlotte,
North Carolina
|
$49.9M
|
-$14.2M
|
-312,614
|
-23%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$37.3M
|
+$1.76M
|
+38,684
|
+5%
|
|
|
5
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$30.2M
|
+$1.69M
|
+37,227
|
+6%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$21.4M
|
+$475K
|
+10,445
|
+2%
|
|
|
7
|
|
$19.2M
|
+$2.88M
|
+63,265
|
+18%
|
|
|
8
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$19M
|
+$5.69M
|
+125,000
|
+44%
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17.4M
|
-$5.28M
|
-116,101
|
-24%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$15.5M
|
-$12.2M
|
-268,600
|
-45%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.5M
|
+$28K
|
+615
|
+0.2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
+$1.09M
|
+23,925
|
+9%
|
|
|
13
|
|
$11.4M
|
-$1.17M
|
-25,664
|
-9%
|
|
|
14
|
|
$10.2M
|
+$9.93M
|
+218,247
|
New
|
|
|
15
|
Telemus Capital
Southfield,
Michigan
|
$10.1M
|
+$6.07M
|
+133,479
|
+159%
|
|
|
16
|
Hugh Johnson Advisors
Albany,
New York
|
$9.99M
|
+$74.6K
|
+1,640
|
+0.8%
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$9.88M
|
+$155K
|
+3,397
|
+2%
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$9.35M
|
-$45.9M
|
-1,008,611
|
-83%
|
|
|
19
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$9.31M
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$8.88M
|
-$12.9M
|
-284,649
|
-60%
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$8.79M
|
-$1.17M
|
-25,792
|
-12%
|
|
|
22
|
Nuveen
Charlotte,
North Carolina
|
$8.22M
|
-$1.11M
|
-24,300
|
-12%
|
|
|
23
|
Martin & Co
Knoxville,
Tennessee
|
$7.42M
|
+$202K
|
+4,450
|
+3%
|
|
|
24
|
Flow Traders U.S.
New York
|
$7.1M
|
+$6.93M
|
+152,442
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.07M
|
+$1.45M
|
+31,781
|
+26%
|
|
