|
1
|
Makena Capital Management
Menlo Park,
California
|
$93.6M
|
+$74.1M
|
+1,553,500
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$84M
|
+$1.27M
|
+26,661
|
+2%
|
|
|
3
|
Ronald Blue & Co
Roswell,
Georgia
|
$75.7M
|
+$2.59M
|
+54,407
|
+4%
|
|
|
4
|
Horizon Investments
Charlotte,
North Carolina
|
$75.3M
|
+$23.7M
|
+496,223
|
+46%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$48.5M
|
+$41.6M
|
+872,153
|
+637%
|
|
|
6
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$41.8M
|
+$3.27M
|
+68,524
|
+9%
|
|
|
7
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$31.9M
|
+$715K
|
+14,989
|
+2%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$24.3M
|
+$6.29M
|
+131,896
|
+35%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$22.4M
|
+$15.1M
|
+316,969
|
+211%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$22.2M
|
+$162K
|
+3,397
|
+0.7%
|
|
|
11
|
|
$22.1M
|
+$2.29M
|
+48,047
|
+12%
|
|
|
12
|
Country Trust Bank
Bloomington,
Illinois
|
$21.7M
|
+$21.6M
|
+452,700
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$20.9M
|
+$4.87M
|
+102,097
|
+31%
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$19.4M
|
+$9.73M
|
+203,994
|
+102%
|
|
|
15
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$17.2M
|
-$2.38M
|
-50,000
|
-12%
|
|
|
16
|
|
$15M
|
+$3.15M
|
+66,064
|
+27%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.4M
|
+$453K
|
+9,495
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
-$405K
|
-8,501
|
-3%
|
|
|
19
|
Flow Traders U.S.
New York
|
$13M
|
+$5.66M
|
+118,782
|
+78%
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
$13M
|
+$2.8M
|
+58,612
|
+28%
|
|
|
21
|
Telemus Capital
Southfield,
Michigan
|
$11.9M
|
+$1.49M
|
+31,285
|
+14%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$1.32M
|
+27,763
|
+15%
|
|
|
23
|
Hugh Johnson Advisors
Albany,
New York
|
$10.4M
|
+$95.5K
|
+2,003
|
+0.9%
|
|
|
24
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$9.6M
|
–
|
–
|
–
|
|
|
25
|
Placemark Investments
Chicago,
Illinois
|
$9.26M
|
+$2.46M
|
+51,646
|
+37%
|
|
