|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.7M
|
-$296M
|
-7,905,084
|
-78%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$74M
|
-$78.6M
|
-2,101,272
|
-53%
|
|
|
3
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$59.9M
|
-$231K
|
-6,172
|
-0.4%
|
|
|
4
|
|
$52.1M
|
-$11.1M
|
-296,185
|
-18%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$45M
|
+$42.6M
|
+1,140,000
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$38M
|
-$89.2M
|
-2,384,063
|
-71%
|
|
|
7
|
Country Trust Bank
Bloomington,
Illinois
|
$35.3M
|
+$9.94M
|
+265,700
|
+42%
|
|
|
8
|
Ronald Blue & Co
Roswell,
Georgia
|
$33.8M
|
-$64.9M
|
-1,734,466
|
-67%
|
|
|
9
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$31.3M
|
+$29.6M
|
+792,168
|
New
|
|
|
10
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$28M
|
+$26.5M
|
+708,244
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$27M
|
+$3.84M
|
+102,676
|
+18%
|
|
|
12
|
|
$26M
|
-$8.17M
|
-218,423
|
-25%
|
|
|
13
|
SG Americas Securities
New York
|
$20.1M
|
+$5.1M
|
+136,287
|
+37%
|
|
|
14
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$18.5M
|
-$295K
|
-7,898
|
-2%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17M
|
-$3.97M
|
-106,127
|
-20%
|
|
|
16
|
Wellington Management Group
Boston,
Massachusetts
|
$16.4M
|
-$658K
|
-17,577
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$4.23M
|
+113,083
|
+39%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$15.7M
|
+$207K
|
+5,544
|
+1%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$15M
|
+$574K
|
+15,355
|
+4%
|
|
|
20
|
|
$13.9M
|
+$6.37M
|
+170,160
|
+93%
|
|
|
21
|
Goelzer Investment Management
Carmel,
Indiana
|
$13.7M
|
+$2.06M
|
+55,036
|
+19%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.7M
|
-$995K
|
-26,591
|
-8%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$11.5M
|
-$37.2M
|
-995,057
|
-77%
|
|
|
24
|
Gray Financial Group
Atlanta,
Georgia
|
$11.3M
|
+$7.65M
|
+204,450
|
+247%
|
|
|
25
|
St Louis Trust
Saint Louis,
Missouri
|
$11.3M
|
–
|
–
|
–
|
|
