|
1
|
SG Americas Securities
New York
|
$116M
|
+$122M
|
+2,615,847
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$61.4M
|
+$14.7M
|
+315,881
|
+29%
|
|
|
3
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$59.1M
|
+$7.71M
|
+165,977
|
+14%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$56.8M
|
+$5.68M
|
+122,175
|
+10%
|
|
|
5
|
Telemus Capital
Southfield,
Michigan
|
$38.4M
|
+$14.5M
|
+311,987
|
+56%
|
|
|
6
|
Wellington Management Group
Boston,
Massachusetts
|
$36.7M
|
+$29.4M
|
+631,689
|
+317%
|
|
|
7
|
Ronald Blue & Co
Roswell,
Georgia
|
$36.3M
|
-$3.21M
|
-69,129
|
-8%
|
|
|
8
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$33.7M
|
+$267K
|
+5,756
|
+0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$31.3M
|
+$17.3M
|
+372,650
|
+111%
|
|
|
10
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$29.2M
|
+$30.8M
|
+661,841
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$27.7M
|
+$27.4M
|
+590,153
|
+1,644%
|
|
|
12
|
|
$27.5M
|
+$2.97M
|
+63,959
|
+11%
|
|
|
13
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$26.8M
|
-$68.3K
|
-1,469
|
-0.2%
|
|
|
14
|
Country Trust Bank
Bloomington,
Illinois
|
$26M
|
+$4.95M
|
+106,600
|
+22%
|
|
|
15
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$25.8M
|
+$12.4M
|
+266,383
|
+84%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$25.6M
|
-$3.2M
|
-68,962
|
-11%
|
|
|
17
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$24.3M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
+$9.55M
|
+205,466
|
+60%
|
|
|
19
|
Bank of New York Mellon
New York
|
$23.6M
|
+$9.01M
|
+193,904
|
+57%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.8M
|
+$979K
|
+21,061
|
+6%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$15.9M
|
-$244K
|
-5,250
|
-1%
|
|
|
22
|
New York State Common Retirement Fund
Albany,
New York
|
$14.5M
|
+$5.01M
|
+107,885
|
+49%
|
|
|
23
|
Allen Investment Management
New York
|
$13.1M
|
-$7.95M
|
-171,150
|
-37%
|
|
|
24
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.9M
|
+$460K
|
+9,900
|
+4%
|
|
|
25
|
Managed Account Advisors
Jersey City,
New Jersey
|
$12.2M
|
-$1.03M
|
-22,171
|
-7%
|
|
