|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$482M
|
+$36.6M
|
+330,711
|
+8%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$114M
|
+$15.8M
|
+143,050
|
+16%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$62.7M
|
-$1.85M
|
-16,709
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$46.3M
|
+$14.1M
|
+127,893
|
+44%
|
|
|
5
|
Cornerstone Capital Management Holdings
New York
|
$28.6M
|
+$17.1M
|
+154,454
|
+149%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.5M
|
+$10.3M
|
+93,311
|
+57%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.7M
|
+$2.57M
|
+23,281
|
+11%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$22.5M
|
+$3.11M
|
+28,153
|
+16%
|
|
|
9
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.6M
|
+$2.13M
|
+19,293
|
+12%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$19M
|
+$12.3M
|
+110,949
|
+183%
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$15.5M
|
-$2.17M
|
-19,645
|
-12%
|
|
|
12
|
Bangor Savings Bank
Bangor,
Maine
|
$15.3M
|
+$723K
|
+6,540
|
+5%
|
|
|
13
|
Washington Trust
Westerly,
Rhode Island
|
$14.2M
|
+$166K
|
+1,502
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
-$474K
|
-4,293
|
-4%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.6M
|
-$125K
|
-1,130
|
-1%
|
|
|
16
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$11.3M
|
-$1.88M
|
-17,042
|
-14%
|
|
|
17
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$11.3M
|
+$11.3M
|
+102,007
|
New
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$11M
|
+$575K
|
+5,206
|
+6%
|
|
|
19
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.92M
|
-$21.4K
|
-194
|
-0.2%
|
|
|
20
|
|
$7.95M
|
-$633K
|
-5,723
|
-7%
|
|
|
21
|
Bank of New York Mellon
New York
|
$7.58M
|
+$185K
|
+1,670
|
+3%
|
|
|
22
|
Boys Arnold & Co
Asheville,
North Carolina
|
$7.01M
|
-$213K
|
-1,930
|
-3%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$6.98M
|
+$500K
|
+4,523
|
+8%
|
|
|
24
|
Hugh Johnson Advisors
Albany,
New York
|
$5.9M
|
-$251K
|
-2,270
|
-4%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$5.59M
|
-$16.7K
|
-151
|
-0.3%
|
|
