|
1
|
Horizon Investments
Charlotte,
North Carolina
|
$173M
|
+$102M
|
+2,563,628
|
+137%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$70.6M
|
-$14.1M
|
-356,448
|
-16%
|
|
|
3
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$58.5M
|
-$597K
|
-15,037
|
-1%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$44.4M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$42.5M
|
+$5.07M
|
+127,758
|
+13%
|
|
|
6
|
|
$35.7M
|
+$10.3M
|
+258,743
|
+39%
|
|
|
7
|
Country Trust Bank
Bloomington,
Illinois
|
$34.8M
|
–
|
–
|
–
|
|
|
8
|
Goelzer Investment Management
Carmel,
Indiana
|
$28.8M
|
+$15.6M
|
+394,251
|
+114%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.7M
|
+$2.02M
|
+50,921
|
+7%
|
|
|
10
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$27.9M
|
+$320K
|
+8,054
|
+1%
|
|
|
11
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$26M
|
-$5M
|
-125,967
|
-16%
|
|
|
12
|
Ronald Blue & Co
Roswell,
Georgia
|
$23.3M
|
-$10.2M
|
-257,658
|
-30%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
+$6.82M
|
+171,924
|
+43%
|
|
|
14
|
Regions Financial Corp
Birmingham,
Alabama
|
$20M
|
+$5.25M
|
+132,390
|
+35%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$18.3M
|
+$10.2M
|
+256,427
|
+120%
|
|
|
16
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$18.3M
|
+$65.7K
|
+1,654
|
+0.4%
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$16.7M
|
-$129K
|
-3,258
|
-0.8%
|
|
|
18
|
|
$14.9M
|
-$37.2M
|
-937,453
|
-71%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$14.6M
|
-$850K
|
-21,426
|
-5%
|
|
|
20
|
Founders Financial Securities
Towson,
Maryland
|
$14.5M
|
+$8M
|
+201,572
|
+118%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
+$3.4M
|
+85,541
|
+41%
|
|
|
22
|
Gray Financial Group
Atlanta,
Georgia
|
$11.2M
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$10.9M
|
+$4.94M
|
+124,441
|
+81%
|
|
|
24
|
St Louis Trust
Saint Louis,
Missouri
|
$10.6M
|
-$503K
|
-12,676
|
-4%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$10.5M
|
-$890K
|
-22,424
|
-8%
|
|
