|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$416M
|
+$20M
|
+181,447
|
+5%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$82.7M
|
+$5.41M
|
+49,152
|
+7%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$66.3M
|
+$48.8M
|
+443,694
|
+274%
|
|
|
4
|
Curian Capital
Denver,
Colorado
|
$57M
|
-$8.63M
|
-78,480
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$35.8M
|
+$11.5M
|
+104,796
|
+47%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$24.7M
|
+$21.4M
|
+194,404
|
+620%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$14M
|
+126,974
|
+174%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.5M
|
+$2.45M
|
+22,246
|
+13%
|
|
|
9
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.8M
|
+$20.7M
|
+187,845
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.5M
|
+$461K
|
+4,186
|
+2%
|
|
|
11
|
|
$15.1M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$4.22M
|
+38,351
|
+39%
|
|
|
13
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$14M
|
-$255K
|
-2,317
|
-2%
|
|
|
14
|
Bangor Savings Bank
Bangor,
Maine
|
$12M
|
+$854K
|
+7,766
|
+8%
|
|
|
15
|
Washington Trust
Westerly,
Rhode Island
|
$10.7M
|
+$918K
|
+8,340
|
+9%
|
|
|
16
|
|
$9.88M
|
-$207K
|
-1,881
|
-2%
|
|
|
17
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.66M
|
-$1.85M
|
-16,845
|
-16%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$8.71M
|
+$1.54M
|
+13,975
|
+21%
|
|
|
19
|
Bank of New York Mellon
New York
|
$7.31M
|
-$1.37M
|
-12,429
|
-16%
|
|
|
20
|
Boys Arnold & Co
Asheville,
North Carolina
|
$7.26M
|
+$777K
|
+7,066
|
+12%
|
|
|
21
|
Hugh Johnson Advisors
Albany,
New York
|
$6.15M
|
-$595K
|
-5,405
|
-9%
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$6.03M
|
+$6.06M
|
+55,083
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.09M
|
-$277K
|
-2,517
|
-5%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$4.94M
|
-$140K
|
-1,268
|
-3%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.48M
|
-$1.49M
|
-13,500
|
-25%
|
|
