|
1
|
Bank of America
Charlotte,
North Carolina
|
$134M
|
+$85.8M
|
+2,038,073
|
+147%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$105M
|
+$90.6M
|
+2,153,766
|
+393%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$58.6M
|
+$8.99M
|
+213,666
|
+17%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$56.2M
|
+$4.27M
|
+101,560
|
+8%
|
|
|
5
|
Ronald Blue & Co
Roswell,
Georgia
|
$45.7M
|
+$14.7M
|
+349,377
|
+43%
|
|
|
6
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$33.4M
|
+$3.87M
|
+92,071
|
+12%
|
|
|
7
|
Telemus Capital
Southfield,
Michigan
|
$33.2M
|
-$886K
|
-21,067
|
-2%
|
|
|
8
|
SG Americas Securities
New York
|
$32.3M
|
-$75.2M
|
-1,788,053
|
-68%
|
|
|
9
|
Wellington Management Group
Boston,
Massachusetts
|
$23.3M
|
-$9.87M
|
-234,563
|
-28%
|
|
|
10
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$23.2M
|
-$535K
|
-12,717
|
-2%
|
|
|
11
|
Country Trust Bank
Bloomington,
Illinois
|
$23M
|
–
|
–
|
–
|
|
|
12
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$21.5M
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$21.2M
|
-$3.47M
|
-82,568
|
-13%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20.2M
|
-$2.53M
|
-60,215
|
-10%
|
|
|
15
|
|
$18M
|
-$6.78M
|
-161,183
|
-26%
|
|
|
16
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$15.7M
|
-$10.9M
|
-258,936
|
-39%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$14.4M
|
+$353K
|
+8,394
|
+2%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.6M
|
-$2.41M
|
-57,312
|
-15%
|
|
|
19
|
Bank of New York Mellon
New York
|
$12.4M
|
-$9.12M
|
-216,796
|
-41%
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.3M
|
+$933K
|
+22,185
|
+8%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12.3M
|
-$16.6M
|
-394,410
|
-56%
|
|
|
22
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$11.2M
|
-$12.6M
|
-298,580
|
-51%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$10.6M
|
+$10.9M
|
+259,626
|
+2,214%
|
|
|
24
|
Aspiriant Holdings S3
Los Angeles,
California
|
$10.5M
|
+$11.3M
|
+268,900
|
New
|
|
|
25
|
GM Advisory Group
Melville,
New York
|
$9.56M
|
+$10.3M
|
+244,778
|
New
|
|
