|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$577M
|
+$13.1M
|
+117,756
|
+2%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$145M
|
+$2M
|
+18,025
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$88.2M
|
+$14.6M
|
+131,124
|
+20%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$69.4M
|
+$778K
|
+7,001
|
+1%
|
|
|
5
|
New York Life Investment Management
New York
|
$40.1M
|
-$17M
|
-152,919
|
-30%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.7M
|
+$7.85M
|
+70,598
|
+25%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$35.1M
|
+$3.32M
|
+29,897
|
+10%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$34.4M
|
+$34.2M
|
+308,042
|
+10,396%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.2M
|
+$1.16M
|
+10,456
|
+4%
|
|
|
10
|
Bangor Savings Bank
Bangor,
Maine
|
$24M
|
+$542K
|
+4,872
|
+2%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$21M
|
+$2.15M
|
+19,351
|
+11%
|
|
|
12
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.1M
|
-$541K
|
-4,867
|
-3%
|
|
|
13
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$19.8M
|
+$3.49M
|
+31,403
|
+21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$243K
|
+2,190
|
+2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$14.7M
|
+$249K
|
+2,243
|
+2%
|
|
|
16
|
Regions Financial Corp
Birmingham,
Alabama
|
$14.2M
|
-$174K
|
-1,566
|
-1%
|
|
|
17
|
Washington Trust
Westerly,
Rhode Island
|
$14.1M
|
+$128K
|
+1,156
|
+0.9%
|
|
|
18
|
|
$14.1M
|
+$14.1M
|
+127,216
|
New
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$13.6M
|
-$133K
|
-1,201
|
-1%
|
|
|
20
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$10.8M
|
+$195K
|
+1,758
|
+2%
|
|
|
21
|
Bluefin Capital Management
New York
|
$8.87M
|
+$3.69M
|
+33,232
|
+71%
|
|
|
22
|
Bank of New York Mellon
New York
|
$8.77M
|
+$547K
|
+4,923
|
+7%
|
|
|
23
|
Pacific Financial Group
Bellevue,
Washington
|
$8.77M
|
+$3.01M
|
+27,070
|
+52%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$8.61M
|
+$640K
|
+5,758
|
+8%
|
|
|
25
|
|
$8.44M
|
+$8.48M
|
+76,322
|
New
|
|
