|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$194M
|
+$180M
|
+4,079,126
|
+974%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$112M
|
+$47.1M
|
+1,065,376
|
+70%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$32.6M
|
+736,964
|
+42%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$49.6M
|
+$740K
|
+16,720
|
+1%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$48.7M
|
+$8.69M
|
+196,308
|
+21%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$48.6M
|
+$28M
|
+632,898
|
+127%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$28M
|
+$5.87M
|
+132,685
|
+26%
|
|
|
8
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$27M
|
-$1.73M
|
-39,193
|
-6%
|
|
|
9
|
|
$26.5M
|
+$10.1M
|
+228,321
|
+59%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$23M
|
+$5.24M
|
+118,373
|
+28%
|
|
|
11
|
Country Trust Bank
Bloomington,
Illinois
|
$19.5M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
+$17.9M
|
+405,233
|
New
|
|
|
13
|
|
$14.7M
|
-$6.58M
|
-148,660
|
-30%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.5M
|
-$6.62M
|
-149,592
|
-31%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
-$3.08M
|
-69,613
|
-18%
|
|
|
16
|
Regions Financial Corp
Birmingham,
Alabama
|
$13.8M
|
+$2.07M
|
+46,791
|
+17%
|
|
|
17
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$13M
|
+$12.6M
|
+285,856
|
+1,722%
|
|
|
18
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$12.7M
|
+$4.2K
|
+95
|
+0%
|
|
|
19
|
Bank of New York Mellon
New York
|
$12.6M
|
+$12.4M
|
+281,065
|
+2,516%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$12.6M
|
+$12.9M
|
+291,771
|
New
|
|
|
21
|
Telemus Capital
Southfield,
Michigan
|
$12.1M
|
-$8.33M
|
-188,368
|
-40%
|
|
|
22
|
Veritable
Wilmington,
Delaware
|
$10.7M
|
+$9.14M
|
+206,530
|
+477%
|
|
|
23
|
Wellington Management Group
Boston,
Massachusetts
|
$10.5M
|
+$5.59M
|
+126,313
|
+108%
|
|
|
24
|
Hugh Johnson Advisors
Albany,
New York
|
$10.2M
|
+$550K
|
+12,425
|
+6%
|
|
|
25
|
Placemark Investments
Chicago,
Illinois
|
$10.2M
|
+$1.46M
|
+33,000
|
+16%
|
|
