|
1
|
Bank of America
Charlotte,
North Carolina
|
$144M
|
+$2.59M
|
+55,930
|
+2%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$137M
|
+$29.6M
|
+641,218
|
+28%
|
|
|
3
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$62.4M
|
+$1.03M
|
+22,340
|
+2%
|
|
|
4
|
|
$31.9M
|
+$5.38M
|
+116,482
|
+21%
|
|
|
5
|
|
$30.3M
|
+$85.7K
|
+1,855
|
+0.3%
|
|
|
6
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$27.6M
|
+$1.59M
|
+34,315
|
+6%
|
|
|
7
|
Choate Investment Advisors
Boston,
Massachusetts
|
$27M
|
-$955K
|
-20,655
|
-3%
|
|
|
8
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$22.9M
|
+$21.6M
|
+468,304
|
+2,172%
|
|
|
9
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$22.6M
|
+$2.9M
|
+62,669
|
+15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$21M
|
+$2.68M
|
+58,075
|
+15%
|
|
|
11
|
BOK Financial
Tulsa,
Oklahoma
|
$18.4M
|
+$911K
|
+19,700
|
+5%
|
|
|
12
|
Tompkins Financial
Ithaca,
New York
|
$13.4M
|
+$1.29M
|
+28,003
|
+11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
+$9.87M
|
+213,515
|
+313%
|
|
|
14
|
3D Asset Management
Hartford,
Connecticut
|
$12.1M
|
+$11.1M
|
+239,814
|
+1,181%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$9.85M
|
+$646K
|
+13,981
|
+7%
|
|
|
16
|
Palladium Partners
Norfolk,
Virginia
|
$9.01M
|
+$1.58M
|
+34,278
|
+22%
|
|
|
17
|
Parsec Financial Management
Asheville,
North Carolina
|
$8.84M
|
+$1.49M
|
+32,215
|
+20%
|
|
|
18
|
Community Trust & Investment
Versailles,
Kentucky
|
$8.39M
|
+$376K
|
+8,139
|
+5%
|
|
|
19
|
LVM Capital Management
Portage,
Michigan
|
$7.55M
|
+$951K
|
+20,583
|
+15%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.33M
|
+$489K
|
+10,582
|
+7%
|
|
|
21
|
Kings Point Capital Management
Great Neck,
New York
|
$6.77M
|
+$374K
|
+8,081
|
+6%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.55M
|
+$692K
|
+14,977
|
+12%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.47M
|
+$559K
|
+12,100
|
+10%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$6.32M
|
-$48.2K
|
-1,043
|
-0.8%
|
|
|
25
|
America First Investment Advisors
Omaha,
Nebraska
|
$5.12M
|
+$1.26M
|
+27,314
|
+33%
|
|
