|
1
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$52.4M
|
+$1.76M
|
+40,134
|
+4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$52M
|
+$1.44M
|
+32,827
|
+3%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$51.4M
|
-$128K
|
-2,917
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$48M
|
-$62.6M
|
-1,424,331
|
-57%
|
|
|
5
|
Ronald Blue & Co
Roswell,
Georgia
|
$39.8M
|
-$75M
|
-1,705,095
|
-66%
|
|
|
6
|
Horizon Investments
Charlotte,
North Carolina
|
$37.1M
|
+$34.8M
|
+791,159
|
+2,055%
|
|
|
7
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$33.8M
|
+$5.64M
|
+128,246
|
+20%
|
|
|
8
|
Cleary Gull
Milwaukee,
Wisconsin
|
$30.4M
|
+$29.9M
|
+679,266
|
New
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$29M
|
-$144K
|
-3,275
|
-0.5%
|
|
|
10
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$27.2M
|
+$26.8M
|
+608,609
|
New
|
|
|
11
|
Telemus Capital
Southfield,
Michigan
|
$24.9M
|
+$12.2M
|
+276,777
|
+98%
|
|
|
12
|
|
$24.9M
|
-$2.55M
|
-57,906
|
-9%
|
|
|
13
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$24.6M
|
+$18.9M
|
+430,000
|
+358%
|
|
|
14
|
Country Trust Bank
Bloomington,
Illinois
|
$21.6M
|
+$1.32M
|
+30,000
|
+7%
|
|
|
15
|
Allen Investment Management
New York
|
$20.9M
|
+$20.5M
|
+467,250
|
New
|
|
|
16
|
Franklin Resources
San Mateo,
California
|
$16.3M
|
+$3.24M
|
+73,748
|
+25%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.1M
|
+$992K
|
+22,558
|
+7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
-$2.77M
|
-62,956
|
-16%
|
|
|
19
|
Bank of New York Mellon
New York
|
$15.2M
|
+$2.08M
|
+47,205
|
+16%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$15M
|
-$8.8M
|
-200,166
|
-37%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$14.2M
|
+$1.02M
|
+23,183
|
+8%
|
|
|
22
|
Managed Account Advisors
Jersey City,
New Jersey
|
$13.3M
|
-$185M
|
-4,199,452
|
-93%
|
|
|
23
|
Veritable
Wilmington,
Delaware
|
$12.7M
|
+$1.51M
|
+34,326
|
+14%
|
|
|
24
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.6M
|
-$1.68M
|
-38,262
|
-12%
|
|
|
25
|
Hugh Johnson Advisors
Albany,
New York
|
$10.5M
|
-$74.1K
|
-1,685
|
-0.7%
|
|
