|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$587M
|
+$7.37M
|
+66,656
|
+1%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$143M
|
-$1.84M
|
-16,601
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$29.4M
|
+266,016
|
+33%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$74.3M
|
+$4.61M
|
+41,701
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$42M
|
+$3.13M
|
+28,251
|
+8%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$41.9M
|
+$7.32M
|
+66,166
|
+21%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$37.4M
|
+$2.12M
|
+19,130
|
+6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28M
|
+$600K
|
+5,426
|
+2%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$25.4M
|
+$4.22M
|
+38,170
|
+20%
|
|
|
10
|
Bangor Savings Bank
Bangor,
Maine
|
$24.4M
|
+$300K
|
+2,712
|
+1%
|
|
|
11
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24.2M
|
+$4.34M
|
+39,187
|
+22%
|
|
|
12
|
Raffa Wealth Management
Washington,
District of Columbia
|
$19.9M
|
-$254K
|
-2,292
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.4M
|
+$3.51M
|
+31,698
|
+22%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$17.2M
|
+$2.37M
|
+21,385
|
+16%
|
|
|
15
|
New York Life Investment Management
New York
|
$16.9M
|
-$23.3M
|
-210,774
|
-58%
|
|
|
16
|
|
$16.1M
|
+$1.92M
|
+17,335
|
+14%
|
|
|
17
|
Washington Trust
Westerly,
Rhode Island
|
$14.7M
|
+$541K
|
+4,892
|
+4%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$13.8M
|
-$437K
|
-3,946
|
-3%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.9M
|
-$744K
|
-6,727
|
-5%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.2M
|
+$3.98M
|
+35,965
|
+49%
|
|
|
21
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$11.1M
|
+$209K
|
+1,887
|
+2%
|
|
|
22
|
Pacific Financial Group
Bellevue,
Washington
|
$9.48M
|
+$668K
|
+6,037
|
+8%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$8.94M
|
+$298K
|
+2,691
|
+3%
|
|
|
24
|
Bluefin Capital Management
New York
|
$8.82M
|
-$99.3K
|
-898
|
-1%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$8.56M
|
+$455K
|
+4,114
|
+6%
|
|
