|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$595M
|
+$16.5M
|
+149,386
|
+3%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$127M
|
-$14.2M
|
-128,273
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$121M
|
+$4.34M
|
+39,329
|
+4%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$95.9M
|
+$22.7M
|
+205,887
|
+31%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$36.1M
|
-$755K
|
-6,839
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
-$8.76M
|
-79,320
|
-21%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.2M
|
+$1.6M
|
+14,514
|
+6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.5M
|
+$9.47M
|
+85,717
|
+49%
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$27M
|
+$3.18M
|
+28,807
|
+13%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$25.3M
|
+$279K
|
+2,528
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$24.9M
|
+$20.5M
|
+185,253
|
+446%
|
|
|
12
|
Bangor Savings Bank
Bangor,
Maine
|
$23.9M
|
-$179K
|
-1,619
|
-0.7%
|
|
|
13
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20M
|
+$396K
|
+3,586
|
+2%
|
|
|
14
|
Boys Arnold & Co
Asheville,
North Carolina
|
$17.9M
|
+$11.5M
|
+104,489
|
+179%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
+$61K
|
+552
|
+0.4%
|
|
|
16
|
Bluefin Capital Management
New York
|
$15.5M
|
+$6.82M
|
+61,769
|
+78%
|
|
|
17
|
Washington Trust
Westerly,
Rhode Island
|
$15M
|
+$450K
|
+4,078
|
+3%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.4M
|
+$2.32M
|
+20,994
|
+19%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$13.1M
|
+$372K
|
+3,367
|
+3%
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.8M
|
-$824K
|
-7,465
|
-6%
|
|
|
21
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$11M
|
+$35.9K
|
+325
|
+0.3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$2.01M
|
+18,164
|
+24%
|
|
|
23
|
Bank of New York Mellon
New York
|
$9.16M
|
+$1.39M
|
+12,627
|
+18%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$9.13M
|
+$309K
|
+2,802
|
+3%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$8.93M
|
+$2.32M
|
+21,011
|
+35%
|
|
