|
1
|
Makena Capital Management
Menlo Park,
California
|
$91.5M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$80.1M
|
+$511K
|
+10,765
|
+0.6%
|
|
|
3
|
Ronald Blue & Co
Roswell,
Georgia
|
$69.6M
|
-$2.14M
|
-44,998
|
-3%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$51.7M
|
+$6.01M
|
+126,703
|
+13%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$42.5M
|
+$3.07M
|
+64,719
|
+7%
|
|
|
6
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$30.3M
|
+$130K
|
+2,731
|
+0.4%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$23.6M
|
+$623K
|
+13,119
|
+3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$22.6M
|
+$1.68M
|
+35,382
|
+8%
|
|
|
9
|
|
$22.3M
|
+$1.42M
|
+29,952
|
+7%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.1M
|
+$8.86M
|
+186,755
|
+62%
|
|
|
11
|
Telemus Capital
Southfield,
Michigan
|
$21.4M
|
+$10.5M
|
+220,895
|
+89%
|
|
|
12
|
Country Trust Bank
Bloomington,
Illinois
|
$20.6M
|
–
|
–
|
–
|
|
|
13
|
Managed Account Advisors
Jersey City,
New Jersey
|
$19M
|
+$664K
|
+13,993
|
+3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$9.44M
|
+198,927
|
+91%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.9M
|
+$5.53M
|
+116,468
|
+42%
|
|
|
16
|
|
$17.6M
|
+$3.61M
|
+76,040
|
+24%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$17.2M
|
-$2.7M
|
-56,923
|
-13%
|
|
|
18
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$14.1M
|
-$2.28M
|
-48,000
|
-13%
|
|
|
19
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$13.4M
|
+$13.5M
|
+283,474
|
+2,438%
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.4M
|
+$116K
|
+2,451
|
+0.9%
|
|
|
21
|
Hugh Johnson Advisors
Albany,
New York
|
$10.2M
|
+$407K
|
+8,571
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.43M
|
+$1.65M
|
+34,859
|
+20%
|
|
|
23
|
Placemark Investments
Chicago,
Illinois
|
$9.29M
|
+$550K
|
+11,596
|
+6%
|
|
|
24
|
|
$8.9M
|
+$2.59M
|
+54,524
|
+39%
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$8.5M
|
–
|
–
|
–
|
|
