|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$602M
|
-$29.5M
|
-262,897
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$126M
|
+$690K
|
+6,157
|
+0.6%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$110M
|
-$4.59M
|
-40,983
|
-4%
|
|
|
4
|
New York Life Investment Management
New York
|
$54M
|
-$2.82M
|
-25,169
|
-5%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$46.5M
|
-$55.8M
|
-497,534
|
-55%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$35.6M
|
-$2.14M
|
-19,060
|
-6%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$34.4M
|
+$13.9M
|
+123,580
|
+69%
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$32.6M
|
+$32.2M
|
+287,390
|
New
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.6M
|
+$1.55M
|
+13,852
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.4M
|
+$1.4M
|
+12,506
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
+$1.45M
|
+12,898
|
+5%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$28.2M
|
+$1.21M
|
+10,787
|
+5%
|
|
|
13
|
Bangor Savings Bank
Bangor,
Maine
|
$25.5M
|
+$86.2K
|
+769
|
+0.3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25M
|
-$4.84M
|
-43,167
|
-16%
|
|
|
15
|
Raffa Wealth Management
Washington,
District of Columbia
|
$22.1M
|
+$1.36M
|
+12,169
|
+7%
|
|
|
16
|
Strategic Financial Services
Utica,
New York
|
$20.5M
|
+$20.3M
|
+181,252
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$6.6M
|
+58,869
|
+50%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.5M
|
+$2.37M
|
+21,123
|
+14%
|
|
|
19
|
Hilton Capital Management
Garden City,
New York
|
$18.9M
|
–
|
–
|
–
|
|
|
20
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$18.7M
|
-$11.4M
|
-101,631
|
-38%
|
|
|
21
|
Washington Trust
Westerly,
Rhode Island
|
$15.6M
|
+$188K
|
+1,675
|
+1%
|
|
|
22
|
LVZ Inc
Holland,
Michigan
|
$15M
|
+$783K
|
+6,987
|
+6%
|
|
|
23
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$14.1M
|
-$343K
|
-3,061
|
-2%
|
|
|
24
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$12.9M
|
+$744K
|
+6,637
|
+6%
|
|
|
25
|
Regions Financial Corp
Birmingham,
Alabama
|
$11.9M
|
-$1.16M
|
-10,367
|
-9%
|
|
