|
1
|
Bank of America
Charlotte,
North Carolina
|
$61.5M
|
+$6.82M
|
+308,703
|
+13%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$57.8M
|
+$11M
|
+499,666
|
+24%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$57.4M
|
-$6.42M
|
-290,418
|
-10%
|
|
|
4
|
TIAA CREF Trust
St Louis,
Missouri
|
$38.8M
|
+$9.07M
|
+410,269
|
+32%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$36.1M
|
-$652K
|
-29,508
|
-2%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$22.9M
|
+$1.41M
|
+63,866
|
+7%
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$21.8M
|
-$14.9M
|
-672,984
|
-41%
|
|
|
8
|
|
$14M
|
+$13.6M
|
+616,742
|
New
|
|
|
9
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14M
|
+$13.6M
|
+614,121
|
New
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.2M
|
-$1.13M
|
-50,986
|
-8%
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.7M
|
+$807K
|
+36,501
|
+7%
|
|
|
12
|
Pitcairn
Conshohocken,
Pennsylvania
|
$12.2M
|
+$623K
|
+28,197
|
+6%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$11.6M
|
+$1.74M
|
+78,607
|
+18%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$10.4M
|
+$10.2M
|
+459,126
|
New
|
|
|
15
|
Horizon Investments
Charlotte,
North Carolina
|
$10.2M
|
+$3.28M
|
+148,570
|
+49%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.32M
|
+$641K
|
+28,995
|
+8%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$8.81M
|
-$133K
|
-6,004
|
-2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.37M
|
-$1.54M
|
-69,754
|
-16%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.38M
|
-$455K
|
-20,567
|
-6%
|
|
|
20
|
Lenox Wealth Advisors
New York
|
$6.74M
|
+$292K
|
+13,205
|
+5%
|
|
|
21
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$5.38M
|
+$50.9K
|
+2,301
|
+1%
|
|
|
22
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$5.28M
|
+$2.76M
|
+124,630
|
+116%
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.89M
|
-$81.1K
|
-3,668
|
-2%
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
$4.01M
|
+$3.56M
|
+160,951
|
+1,034%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.8M
|
+$217K
|
+9,808
|
+6%
|
|
