|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$625M
|
+$16.1M
|
+145,329
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$394K
|
+3,548
|
+0.3%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$113M
|
-$16.8M
|
-151,518
|
-13%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$102M
|
+$3.67M
|
+33,042
|
+4%
|
|
|
5
|
New York Life Investment Management
New York
|
$56.3M
|
+$50.3M
|
+453,761
|
+940%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$37.3M
|
+$389K
|
+3,502
|
+1%
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$29.8M
|
+$2.18M
|
+19,677
|
+8%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.6M
|
-$203K
|
-1,833
|
-0.7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.5M
|
+$356K
|
+3,208
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
-$5.8M
|
-52,284
|
-17%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$26.7M
|
+$838K
|
+7,556
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
+$975K
|
+8,788
|
+4%
|
|
|
13
|
Bangor Savings Bank
Bangor,
Maine
|
$25.1M
|
+$650K
|
+5,857
|
+3%
|
|
|
14
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.5M
|
+$28.1K
|
+253
|
+0.1%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$20.1M
|
+$2.73M
|
+24,590
|
+16%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.9M
|
+$2.23M
|
+20,071
|
+15%
|
|
|
17
|
Hilton Capital Management
Garden City,
New York
|
$16.1M
|
–
|
–
|
–
|
|
|
18
|
Washington Trust
Westerly,
Rhode Island
|
$15.2M
|
-$77K
|
-694
|
-0.5%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$14.3M
|
+$846K
|
+7,621
|
+6%
|
|
|
20
|
LVZ Inc
Holland,
Michigan
|
$14M
|
+$13.9M
|
+125,305
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$2.46M
|
+22,154
|
+23%
|
|
|
22
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.9M
|
-$211K
|
-1,905
|
-2%
|
|
|
23
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$12M
|
+$773K
|
+6,966
|
+7%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$9.71M
|
+$365K
|
+3,294
|
+4%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$9.31M
|
+$186K
|
+1,677
|
+2%
|
|
