|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$503M
|
+$23.3M
|
+210,908
|
+5%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$109M
|
-$4.56M
|
-41,275
|
-4%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$64.9M
|
+$2.61M
|
+23,566
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$51.5M
|
+$5.5M
|
+49,770
|
+12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
+$3.45M
|
+31,156
|
+12%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$30M
|
+$7.72M
|
+69,817
|
+34%
|
|
|
7
|
Cornerstone Capital Management Holdings
New York
|
$27.8M
|
-$674K
|
-6,099
|
-2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.2M
|
+$685K
|
+6,196
|
+3%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$24.4M
|
+$5.54M
|
+50,140
|
+29%
|
|
|
10
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.6M
|
+$99.1K
|
+896
|
+0.5%
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$16.5M
|
+$1.13M
|
+10,216
|
+7%
|
|
|
12
|
Bangor Savings Bank
Bangor,
Maine
|
$16.5M
|
+$1.27M
|
+11,449
|
+8%
|
|
|
13
|
Washington Trust
Westerly,
Rhode Island
|
$13.4M
|
-$711K
|
-6,433
|
-5%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.6M
|
-$3.65K
|
-33
|
-0%
|
|
|
15
|
Regions Financial Corp
Birmingham,
Alabama
|
$12M
|
+$1.05M
|
+9,472
|
+10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$814K
|
-7,357
|
-6%
|
|
|
17
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$10.5M
|
-$721K
|
-6,524
|
-6%
|
|
|
18
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$10.5M
|
-$721K
|
-6,524
|
-6%
|
|
|
19
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$10M
|
+$171K
|
+1,544
|
+2%
|
|
|
20
|
|
$7.96M
|
+$59.6K
|
+539
|
+0.8%
|
|
|
21
|
Bank of New York Mellon
New York
|
$7.77M
|
+$234K
|
+2,118
|
+3%
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$7.45M
|
+$511K
|
+4,625
|
+7%
|
|
|
23
|
Boys Arnold & Co
Asheville,
North Carolina
|
$7.37M
|
+$398K
|
+3,600
|
+6%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.87M
|
+$3.73M
|
+33,721
|
+118%
|
|
|
25
|
Hugh Johnson Advisors
Albany,
New York
|
$5.99M
|
+$125K
|
+1,130
|
+2%
|
|
