|
1
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
+$2.43M
|
+53,075
|
+2%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$142M
|
+$141M
|
+3,088,460
|
New
|
|
|
3
|
|
$139M
|
-$19.4M
|
-424,079
|
-12%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$102M
|
-$945K
|
-20,648
|
-0.9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$87.2M
|
-$2.6M
|
-56,849
|
-3%
|
|
|
6
|
|
$74.7M
|
+$4.18M
|
+91,310
|
+6%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$71.4M
|
+$943K
|
+20,602
|
+1%
|
|
|
8
|
Regions Financial Corp
Birmingham,
Alabama
|
$62.9M
|
-$3.95M
|
-86,320
|
-6%
|
|
|
9
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$56.3M
|
+$1.27M
|
+27,804
|
+2%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$48.7M
|
-$1.39M
|
-30,312
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.3M
|
-$22.8M
|
-498,153
|
-32%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$47.4M
|
+$159K
|
+3,480
|
+0.3%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$44.5M
|
+$44.2M
|
+965,732
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.3M
|
+$15.6M
|
+341,086
|
+57%
|
|
|
15
|
|
$40M
|
-$3.66M
|
-79,859
|
-8%
|
|
|
16
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$36.3M
|
-$94.5K
|
-2,065
|
-0.3%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$35.9M
|
+$6.78M
|
+148,016
|
+23%
|
|
|
18
|
Goelzer Investment Management
Carmel,
Indiana
|
$35.1M
|
-$3.37M
|
-73,582
|
-9%
|
|
|
19
|
German American Bancorp
Jasper,
Indiana
|
$33.4M
|
-$289K
|
-6,314
|
-0.9%
|
|
|
20
|
BOK Financial
Tulsa,
Oklahoma
|
$28.9M
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
+$3.25M
|
+71,026
|
+14%
|
|
|
22
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$27.2M
|
-$1.5M
|
-32,724
|
-5%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.1M
|
-$5.52M
|
-120,693
|
-18%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$20.8M
|
+$687K
|
+15,011
|
+3%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$20.8M
|
-$568K
|
-12,418
|
-3%
|
|
