|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$533M
|
+$28.2M
|
+254,149
|
+6%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$132M
|
+$23.3M
|
+209,837
|
+21%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$68.9M
|
+$3.69M
|
+33,281
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$68.4M
|
+$16.7M
|
+151,059
|
+32%
|
|
|
5
|
New York Life Investment Management
New York
|
$43.3M
|
+$43.4M
|
+391,690
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.7M
|
+$7.81M
|
+70,486
|
+24%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$32.6M
|
+$8.13M
|
+73,358
|
+33%
|
|
|
8
|
Pacific Financial Group
Bellevue,
Washington
|
$31.7M
|
+$29.7M
|
+267,654
|
+1,394%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$30.8M
|
+$643K
|
+5,803
|
+2%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.8M
|
+$458K
|
+4,135
|
+2%
|
|
|
11
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.8M
|
+$117K
|
+1,055
|
+0.6%
|
|
|
12
|
Bangor Savings Bank
Bangor,
Maine
|
$18M
|
+$1.5M
|
+13,502
|
+9%
|
|
|
13
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$16.2M
|
-$366K
|
-3,305
|
-2%
|
|
|
14
|
Regions Financial Corp
Birmingham,
Alabama
|
$13.8M
|
+$1.82M
|
+16,384
|
+15%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$13.4M
|
+$764K
|
+6,892
|
+6%
|
|
|
16
|
Washington Trust
Westerly,
Rhode Island
|
$13.3M
|
-$173K
|
-1,556
|
-1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$73.5K
|
-663
|
-0.6%
|
|
|
18
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.96M
|
-$114K
|
-1,030
|
-1%
|
|
|
19
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.77M
|
+$8.79M
|
+79,293
|
New
|
|
|
20
|
Bank of New York Mellon
New York
|
$8.12M
|
+$324K
|
+2,923
|
+4%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.02M
|
+$1.14M
|
+10,285
|
+17%
|
|
|
22
|
|
$7.87M
|
-$117K
|
-1,054
|
-1%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$7.8M
|
+$326K
|
+2,937
|
+4%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.7M
|
+$6.71M
|
+60,569
|
New
|
|
|
25
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$6.63M
|
-$3.94M
|
-35,572
|
-37%
|
|
